Filed October 27, 2003
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 9-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 |
|---|---|---|
Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PKWY · HIGH POINT, NC 27265 | Contract Administrator | $6,983 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,824 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $90,054 | $48,570+85.4% | $130,648-31.1% | $72,985+23.4% |
| Participation rate | 93.6% | 58.6%+35.0pp | 71.7%+21.9pp | 69.5%+24.1pp |
| Annual return | 4.69% | 38.63%-33.9pp | 1708.96%-1704.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $12,621 | $1,334+846.1% | $4,092+208.5% | $2,440+417.3% |
| Participant deferral / active EE | $3,938 | $2,384+65.2% | $3,603+9.3% | $3,607+9.2% |
| Admin fee / account holder | $12 | $3,549-99.6% | $5,464-99.8% | $5,124-99.8% |