Filed June 24, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
THE BENEFIT PRACTICE3+ years Service code 50 · EIN 13-4144565 | Direct Payment | $35,800 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $26,250 |
Service code 38 · EIN 27-4617195 | Participant Communication | $9,165 |
LINCOLN NATIONAL CORPORATION3+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $7,006 |
Service code 16 · EIN 27-4617195 | Consulting | $5,000 |
Filed as: VOYA RETIREMENT CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,512 | $45,382-72.4% | $154,107-91.9% | $75,289-83.4% |
| Participation rate | 38.1% | 65.9%-27.8pp | 83.0%-45.0pp | 72.4%-34.4pp |
| Annual return | -2.72% | -0.47%-2.2pp | 735.12%-737.8pp | -0.04%-2.7pp |
| Employer contribution / active EE | $197 | $1,533-87.2% | $5,298-96.3% | $2,405-91.8% |
| Participant deferral / active EE | $559 | $2,384-76.5% | $5,081-89.0% | $3,739-85.0% |
| Admin fee / account holder | $73 | $89-18.6% | $13,411-99.5% | $102-28.9% |