See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
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 35-1140070 | Contract Administrator | $17,099 |
STADION MONEY MANAGEMENT1+ years Service code 15 · EIN 58-2099805 | Recordkeeping | $6,011 |
RETIREWELL ADMINISTRATORS1+ years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,930 | $40,256-20.7% | $57,343-44.3% | $59,632-46.5% |
| Participation rate | 97.8% | 69.2%+28.6pp | 75.1%+22.7pp | 68.7%+29.1pp |
| Annual return | -4.16% | 27.49%-31.7pp | 24.39%-28.6pp | 2041.28%-2045.4pp |
| Employer contribution / active EE | $5,259 | $1,922+173.6% | $2,689+95.6% | $2,203+138.8% |
| Participant deferral / active EE | $5,804 | $2,399+141.9% | $3,162+83.5% | $3,192+81.8% |
| Admin fee / account holder | $183 | $2,818-93.5% | $3,356-94.6% | $4,297-95.7% |