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 |
|---|---|---|
LPL FINANCIAL8+ years Service code 16 · EIN 04-3046611 | Consulting | $37,846 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $27,400 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 202 MONTROSE WEST AVE · AKRON, OH 44321 | Actuarial | $10,812 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 11 200 DRYDEN RD · DRESHER, PA 19025 | Actuarial | $8,332 |
FRANTZ WARD LLP2 years Filed as: FRANTZ WARD Service code 11 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Actuarial | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,609 | $42,353+31.3% | $79,550-30.1% | $64,808-14.2% |
| Participation rate | 62.8% | 64.8%-2.0pp | 69.5%-6.7pp | 71.5%-8.7pp |
| Annual return | -16.66% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $998 | $1,181-15.5% | $2,413-58.7% | $2,506-60.2% |
| Participant deferral / active EE | $3,937 | $3,170+24.2% | $3,985-1.2% | $4,310-8.7% |
| Admin fee / account holder | $254 | $160+59.4% | $6,832-96.3% | $188+35.5% |