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 6-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 |
|---|---|---|
NATIONWIDE5 years Service code 14 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Plan Administrator | $7,463 |
TRINITY PENSION GROUP, LLC5 years Service code 15 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Recordkeeping | $7,123 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $33,982 | $79,171-57.1% | $102,423-66.8% | $74,495-54.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.17% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,785 | $2,362-24.4% | $3,023-40.9% | $2,623-31.9% |
| Participant deferral / active EE | $4,380 | $4,415-0.8% | $5,053-13.3% | $4,346+0.8% |
| Admin fee / account holder | $80 | $2,001-96.0% | $9,451-99.2% | $1,942-95.9% |