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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $19,704 |
RETIREWELL ADMINISTRATORS1+ years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053 | Recordkeeping | $16,971 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 27 · EIN 94-3428956 3440 TORINGDON WAY, SUITE 205 · CHARLOTTE, NC 28277 | Advisory (Plan) | $13,583 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $209,411-100.0% | $178,490-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 2.20% | 188.75%-186.6pp | 151.07%-148.9pp | 302.83%-300.6pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |