Filed July 18, 2006
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 | $14,550 |
Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,698 | $50,982-69.2% | $154,803-89.9% | $85,563-81.7% |
| Participation rate | 49.6% | 59.8%-10.2pp | 78.1%-28.5pp | 66.0%-16.4pp |
| Annual return | 6.42% | 30.35%-23.9pp | 58.88%-52.5pp | 31.51%-25.1pp |
| Employer contribution / active EE | $680 | $1,708-60.2% | $4,305-84.2% | $2,654-74.4% |
| Participant deferral / active EE | $1,203 | $2,474-51.4% | $5,540-78.3% | $4,375-72.5% |
| Admin fee / account holder | $38 | $846-95.5% | $14,329-99.7% | $834-95.4% |