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 | $40,090 |
TRINITY PENSION GROUP, LLC5+ years Filed as: TRINITY PENSION GROUP Service code 15 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Recordkeeping | $5,632 |
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 | $27,352 | $51,288-46.7% | $81,983-66.6% | $73,409-62.7% |
| Participation rate | 99.7% | 64.0%+35.7pp | 69.2%+30.4pp | 72.2%+27.5pp |
| Annual return | 17.74% | 29.48%-11.7pp | 41.31%-23.6pp | 59.29%-41.6pp |
| Employer contribution / active EE | $818 | $1,487-45.0% | $2,498-67.2% | $2,234-63.4% |
| Participant deferral / active EE | $5,564 | $2,715+104.9% | $3,722+49.5% | $3,805+46.2% |
| Admin fee / account holder | $125 | $125-0.3% | $5,664-97.8% | $158-20.9% |