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: ROCKEFELLER FINANCIAL Service code 99 · EIN 82-3226180 | Other Fees | $48,949 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 | Advisory (Participants) | $30,672 |
TRINITY PENSION GROUP, LLC9+ years Filed as: TRINITY PENSION GROUP Service code 49 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Other Services | $12,296 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,795 | $55,416-26.4% | $75,972-46.3% | $77,643-47.5% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.1%+29.5pp | 70.6%+28.0pp |
| Annual return | 16.33% | 17.07%-0.7pp | 359.55%-343.2pp | 31.24%-14.9pp |
| Employer contribution / active EE | $617 | $1,788-65.5% | $2,685-77.0% | $2,726-77.4% |
| Participant deferral / active EE | $6,494 | $3,447+88.4% | $4,255+52.6% | $4,647+39.7% |
| Admin fee / account holder | $321 | $414-22.4% | $6,467-95.0% | $430-25.4% |