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 | $67,499 |
TRINITY PENSION GROUP, LLC7+ years Filed as: TRINITY PENSION GROUP Service code 15 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Recordkeeping | $7,801 |
RILEY STEPHENSON1 year Service code 99 · EIN 04-1923775 | Other Fees | $7,324 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,925 |
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 | $25,105 | $44,764-43.9% | $68,791-63.5% | $64,808-61.3% |
| Participation rate | 99.5% | 64.8%+34.7pp | 69.0%+30.4pp | 71.5%+28.0pp |
| Annual return | -17.17% | -10.91%-6.3pp | -6.38%-10.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $888 | $1,775-50.0% | $2,655-66.6% | $2,506-64.6% |
| Participant deferral / active EE | $6,182 | $3,238+90.9% | $3,941+56.9% | $4,310+43.4% |
| Admin fee / account holder | $142 | $151-6.4% | $4,932-97.1% | $188-24.6% |