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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRG INVESTMENT ADVISORS, LLC4 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $23,726 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,515 | $101,317+31.8% | $146,958-9.1% | $74,495+79.2% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 13.06% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,192 | $7,303+12.2% | $8,070+1.5% | $4,346+88.5% |
| Admin fee / account holder | $386 | $1,739-77.8% | $12,998-97.0% | $1,942-80.1% |