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 |
|---|---|---|
TRINITY PENSION GROUP, LLC5 years Filed as: TRINITY PENSION GROUP LLC Service code 13 · EIN 20-0235252 P.O. BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $23,447 |
CHARLES W. SNADER, P.C.8+ years Filed as: CHARLES W SNADER PC Service code 99 · EIN 54-1873714 131 HANBURY RD STE C · CHESAPEAKE, VA 23322 | Other Fees | $11,900 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVC Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,170 | $47,722+9.3% | $82,719-36.9% | $64,808-19.5% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -16.99% | -13.05%-3.9pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $4,874 | $2,179+123.7% | $3,009+62.0% | $2,506+94.5% |
| Participant deferral / active EE | $5,804 | $3,329+74.3% | $4,395+32.1% | $4,310+34.7% |
| Admin fee / account holder | $107 | $143-24.9% | $5,329-98.0% | $188-42.8% |