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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,014 |
DIVERSIFIED TRUST COMPANY6 years Service code 27 · EIN 62-1554452 | Advisory (Plan) | $11,691 |
TRINITY PENSION GROUP, LLC6 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $5,118 |
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 | $21,491 | $53,053-59.5% | $126,539-83.0% | $74,304-71.1% |
| Participation rate | 75.2% | 48.0%+27.2pp | 69.8%+5.4pp | 60.3%+14.9pp |
| Annual return | 19.67% | 29.46%-9.8pp | 425.95%-406.3pp | 29.43%-9.8pp |
| Employer contribution / active EE | $807 | $1,168-30.9% | $3,674-78.0% | $2,241-64.0% |
| Participant deferral / active EE | $1,501 | $2,303-34.8% | $4,083-63.2% | $3,767-60.2% |
| Admin fee / account holder | $164 | $3,698-95.6% | $6,065-97.3% | $2,969-94.5% |