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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $68,042 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINACIAL ADVISORS Service code 55 | Other Commissions | $38,948 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON STREET · FORT WAYNE, IN 46802 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,784 | $58,083+204.4% | $80,019+120.9% | $56,287+214.1% |
| Participation rate | 88.4% | 73.6%+14.8pp | 75.8%+12.6pp | 69.9%+18.6pp |
| Annual return | -2.50% | 34.61%-37.1pp | 11.22%-13.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,094 | $1,932+60.1% | $2,468+25.4% | $2,111+46.5% |
| Participant deferral / active EE | $4,875 | $3,135+55.5% | $3,686+32.3% | $3,350+45.5% |
| Admin fee / account holder | $445 | $623-28.6% | $6,521-93.2% | $521-14.6% |