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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 |
|---|---|---|
Filed as: TRINITY ADVISORS Service code 27 · EIN 20-4554635 | Advisory (Plan) | $56,552 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,301 | $58,879+143.4% | $178,490-19.7% | $73,488+95.0% |
| Participation rate | 98.6% | 66.2%+32.4pp | 81.9%+16.7pp | 70.7%+28.0pp |
| Annual return | 16.12% | 24.86%-8.7pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,937 | $2,236+76.1% | $5,011-21.4% | $2,270+73.4% |
| Participant deferral / active EE | $5,837 | $2,567+127.4% | $5,202+12.2% | $3,740+56.1% |
| Admin fee / account holder | $362 | $400-9.6% | $13,984-97.4% | $513-29.5% |