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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $18,947 |
COMPASS RETIREMENT LLC2 years Filed as: COMPASS RETIREMENT CONSULTING Service code 13 · EIN 20-4795685 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $13,125 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $5,107 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 19 · EIN 34-1542819 MAC H0006-08R · ST. LOUIS, MO 63103 | Securities Custodian | $2,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,227 | $65,061-61.2% | $143,757-82.5% | $66,914-62.3% |
| Participation rate | 32.3% | 65.2%-32.9pp | 80.3%-48.0pp | 69.8%-37.5pp |
| Annual return | -4.78% | -11.14%+6.4pp | -0.04%-4.7pp | 1.58%-6.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,125 | $2,919-61.4% | $5,637-80.0% | $4,237-73.4% |
| Admin fee / account holder | $284 | $502-43.3% | $14,673-98.1% | $593-52.1% |