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 CONSULTANTS4 years Filed as: TRINITY PORTFOLIO ADVISORS, LLC Service code 27 121 COUNTRYSIDE CT. · SOUTHLAKE, TX 76092 | Advisory (Plan) | $48,000 |
FLEXPATH STRATEGIES, LLC3 years Service code 99 120 VANTIS, SUITE 400 · ALISO VEIJO, CA 92656 | Other Fees | $8,573 |
RETIREMENTPLANS.COM, LLC7 years Service code 13 · EIN 80-0968774 16051 ADDISION ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $1,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,208 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,327 | $101,317+2.0% | $146,958-29.7% | $74,495+38.7% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 10.76% | 8730.91%-8720.1pp | 418.34%-407.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,228 | $3,810-15.3% | $4,933-34.6% | $2,623+23.1% |
| Participant deferral / active EE | $10,325 | $7,303+41.4% | $8,070+27.9% | $4,346+137.6% |
| Admin fee / account holder | $602 | $1,739-65.4% | $12,998-95.4% | $1,942-69.0% |