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: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $56,515 |
Filed as: TRINITY PESNION GROUP Service code 49 | Other Services | $23,036 |
TRINITY PENSION GROUP, LLC8+ years Filed as: TRINITY PENSION GROUP Service code 49 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $35,974 | $49,693-27.6% | $70,515-49.0% | $74,419-51.7% |
| Participation rate | 99.0% | 64.7%+34.4pp | 68.3%+30.7pp | 70.7%+28.3pp |
| Annual return | 21.74% | 21.22%+0.5pp | 32.77%-11.0pp | 34.38%-12.6pp |
| Employer contribution / active EE | $962 | $1,773-45.8% | $2,973-67.7% | $2,637-63.5% |
| Participant deferral / active EE | $6,712 | $3,376+98.8% | $4,567+47.0% | $4,528+48.2% |
| Admin fee / account holder | $276 | $316-12.5% | $6,412-95.7% | $348-20.6% |