See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Recordkeeping | $2,340 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $954 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
HARRISON STREET1 year Filed as: HARRISON WOLFE Service code 27 3825 EDWARDS RD · CINCINNATI, OH 452091149 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCLAL INVST MGMT, INC. Service code 49 · EIN 36-3429599 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,428 | $77,813-51.9% | $123,544-69.7% | $64,186-41.7% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -7.05% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,614 | $3,014+53.1% | $4,628-0.3% | $2,381+93.8% |
| Participant deferral / active EE | $9,729 | $5,240+85.7% | $6,426+51.4% | $3,470+180.4% |
| Admin fee / account holder | $31 | $5,519-99.4% | $9,284-99.7% | $4,888-99.4% |