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 |
|---|---|---|
RETIREWELL ADMINISTRATORS4 years Filed as: RETIREWELL ADMINISTRATORS INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST, STE. H · MARLTON, NJ 08053 | Recordkeeping | $28,309 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,683 |
STADION MONEY MANAGEMENT6+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $5,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,818 | $65,322+9.9% | $70,449+1.9% | $73,488-2.3% |
| Participation rate | 83.3% | 77.0%+6.4pp | 75.1%+8.3pp | 70.7%+12.7pp |
| Annual return | 20.94% | 15.71%+5.2pp | 109.03%-88.1pp | 28.51%-7.6pp |
| Employer contribution / active EE | $7,027 | $2,460+185.7% | $2,737+156.8% | $2,270+209.5% |
| Participant deferral / active EE | $7,670 | $3,375+127.3% | $3,709+106.8% | $3,740+105.1% |
| Admin fee / account holder | $246 | $214+14.7% | $3,845-93.6% | $513-52.1% |