Filed April 17, 2025 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 99 · EIN 13-2638166 | Other Fees | $45,189 |
TRINITY PENSION CONSULTANTS8 years Service code 49 · EIN 20-4548831 202 MONTROSE WEST AVE STE 290 · COPLEY, OH 44321 | Other Services | $9,723 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,266 | $129,021-48.6% | $184,203-64.0% | $77,643-14.7% |
| Participation rate | 79.0% | 87.3%-8.3pp | 86.8%-7.8pp | 70.6%+8.4pp |
| Annual return | 12.49% | 33.27%-20.8pp | 28.81%-16.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,306 | $4,413-25.1% | $6,427-48.6% | $2,726+21.3% |
| Participant deferral / active EE | $4,848 | $7,297-33.6% | $9,131-46.9% | $4,647+4.3% |
| Admin fee / account holder | $53 | $254-79.2% | $13,901-99.6% | $430-87.7% |