See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TRILOGY CAPITAL INC6 years Filed as: TRILOGY CAPITAL INC. Service code 26 · EIN 47-5581477 400 TRADE CENTER · WOBURN, MA 01801 | Advisory (Participants) | $43,938 |
Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $10,069 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,127 | $91,407-15.6% | $135,903-43.2% | $71,457+7.9% |
| Participation rate | 87.4% | 75.7%+11.7pp | 81.9%+5.5pp | 67.9%+19.5pp |
| Annual return | 22.01% | 29.90%-7.9pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $10,888 | $7,092+53.5% | $7,758+40.3% | $4,289+153.9% |
| Admin fee / account holder | $208 | $1,266-83.6% | $10,762-98.1% | $1,587-86.9% |