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 CONSULTANTS3 years Filed as: TRINITY PORTFOLIO ADVISORS, LLC Service code 27 121 COUNTRYSIDE CT. · SOUTHLAKE, TX 76092 | Advisory (Plan) | $48,000 |
FLEXPATH STRATEGIES, LLC2 years Service code 99 120 VANTIS, SUITE 400 · ALISO VEIJO, CA 92656 | Other Fees | $7,935 |
RETIREMENTPLANS.COM, LLC6 years Service code 13 · EIN 80-0968774 16051 ADDISION ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $2,240 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,718 | $91,407+4.7% | $135,903-29.6% | $71,457+34.0% |
| Participation rate | 90.9% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 17.26% | 29.90%-12.6pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,319 | $3,703-10.4% | $4,856-31.7% | $2,588+28.3% |
| Participant deferral / active EE | $10,591 | $7,092+49.3% | $7,758+36.5% | $4,289+146.9% |
| Admin fee / account holder | $614 | $1,266-51.5% | $10,762-94.3% | $1,587-61.3% |