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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 19 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, TN 46802 | Securities Custodian | $40,152 |
ALLIANCE BENEFIT GROUP1 year Service code 13 · EIN 76-0500416 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $16,256 |
RILEY AND COMPANY PLLC3 years Service code 10 · EIN 76-0560371 13201 NORTHWEST FWY · HOUSTON, TX 77040 | Accounting | $11,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,259 | $65,435-33.9% | $86,677-50.1% | $66,914-35.4% |
| Participation rate | 73.1% | 75.5%-2.3pp | 76.6%-3.5pp | 69.8%+3.3pp |
| Annual return | -12.20% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $2,889 | $2,153+34.2% | $2,836+1.8% | $2,544+13.5% |
| Participant deferral / active EE | $3,860 | $4,100-5.9% | $4,656-17.1% | $4,237-8.9% |
| Admin fee / account holder | $70 | $642-89.1% | $7,493-99.1% | $593-88.2% |