Filed December 7, 2022
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 7-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 |
|---|---|---|
THE BENEFIT PRACTICE6 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $7,925 |
LINCOLN NATIONAL CORPORATION3 years Service code 50 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Direct Payment | $1,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,192 | $69,763-12.3% | $67,502-9.3% | $74,495-17.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.28% | -40.34%+54.6pp | 3512.12%-3497.8pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $7,193 | $2,704+166.0% | $2,731+163.4% | $2,623+174.2% |
| Participant deferral / active EE | $9,458 | $3,636+160.1% | $4,000+136.5% | $4,346+117.6% |
| Admin fee / account holder | $26 | $896-97.1% | $3,998-99.4% | $1,942-98.7% |