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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,041 |
TRINITY PENSION GROUP, LLC4+ years Filed as: TRINITY PENSION GROUP Service code 15 · EIN 20-0235252 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Recordkeeping | $4,128 |
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 | $22,996 | $46,423-50.5% | $75,886-69.7% | $67,579-66.0% |
| Participation rate | 96.5% | 63.1%+33.5pp | 69.3%+27.2pp | 71.3%+25.2pp |
| Annual return | 25.31% | 32.29%-7.0pp | 30.76%-5.4pp | 378.56%-353.2pp |
| Employer contribution / active EE | $826 | $1,406-41.3% | $2,500-67.0% | $2,148-61.5% |
| Participant deferral / active EE | $5,601 | $2,564+118.4% | $3,603+55.4% | $3,539+58.2% |
| Admin fee / account holder | $108 | $132-17.7% | $5,418-98.0% | $142-23.8% |