Filed October 12, 2022
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 10-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $117,342 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 15 · EIN 20-4548831 | Recordkeeping | $58,065 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $21,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,168 | $31,741-74.3% | $56,411-85.5% | $199,593-95.9% |
| Participation rate | 71.2% | 32.3%+38.9pp | 52.5%+18.8pp | 72.0%-0.7pp |
| Annual return | 15.00% | 14.72%+0.3pp | 1701.33%-1686.3pp | 34.25%-19.3pp |
| Employer contribution / active EE | $591 | $508+16.4% | $1,039-43.1% | $3,034-80.5% |
| Participant deferral / active EE | $247 | $1,184-79.1% | $1,952-87.3% | $5,087-95.1% |
| Admin fee / account holder | $118 | $426-72.4% | $2,829-95.8% | $269-56.2% |