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 |
|---|---|---|
Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $2,650 |
TRINITY PENSION CONSULTANTS2 years Service code 13 | Contract Administrator | $1,688 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,036 | $95,880-83.3% | $107,525-85.1% | $85,563-81.3% |
| Participation rate | 57.0% | 70.1%-13.1pp | 75.1%-18.0pp | 66.0%-8.9pp |
| Annual return | 18.43% | 68.06%-49.6pp | 181.32%-162.9pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,697 | $3,812-55.5% | $3,754-54.8% | $2,654-36.0% |
| Participant deferral / active EE | $1,813 | $4,201-56.8% | $5,116-64.6% | $4,375-58.6% |
| Admin fee / account holder | $3 | $1,025-99.7% | $8,919-100.0% | $834-99.7% |