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 |
|---|---|---|
TRG ADVISORS, INC.1 year Filed as: TRG ADVISORS, INC Service code 26 8470 ENTERPRISE CIRCLE · LAKEWOOD RANCH, FL 34202 | Advisory (Participants) | $50,564 |
Filed as: AT RETIREMENT SERVICES Service code 14 · EIN 83-3455979 | Plan Administrator | $45,330 |
Service code 24 · EIN 93-2789379 1251 WATERFRONT PL. STE. 510 · PITTSBURGH, PA 15222 | Discretionary Trustee | $15,639 |
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 | $222,100 | $55,415+300.8% | $155,509+42.8% | $74,495+198.1% |
| Participation rate | 84.8% | 61.9%+22.9pp | 78.2%+6.6pp | 67.2%+17.6pp |
| Annual return | 12.99% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $14,793 | $2,267+552.5% | $4,672+216.6% | $2,623+464.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $759 | $1,738-56.4% | $15,912-95.2% | $1,942-60.9% |