Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,489 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 49 · EIN 51-6041053 | Other Services | $18,679 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 | Other Services | $3,732 |
TRINITY PENSION CONSULTANTS10+ years Service code 49 · EIN 20-4548831 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,959 | $79,171+16.2% | $102,423-10.2% | $74,495+23.4% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 7.75% | 54.93%-47.2pp | 29.32%-21.6pp | 1364.94%-1357.2pp |
| Employer contribution / active EE | $1,677 | $2,362-29.0% | $3,023-44.5% | $2,623-36.1% |
| Participant deferral / active EE | $4,255 | $4,415-3.6% | $5,053-15.8% | $4,346-2.1% |
| Admin fee / account holder | $353 | $2,001-82.4% | $9,451-96.3% | $1,942-81.8% |