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 |
|---|---|---|
COHN REZNICK LLP1 year Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $27,642 |
THE BENEFIT PRACTICE4+ years Service code 50 · EIN 13-4144565 | Direct Payment | $27,465 |
Service code 38 · EIN 27-4617195 | Participant Communication | $12,608 |
Service code 16 · EIN 27-4617195 | Consulting | $5,000 |
LINCOLN NATIONAL CORPORATION4+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $3,750 |
Filed as: VOYA RETIREMENT CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $18 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,224 | $47,456-70.0% | $172,739-91.8% | $77,787-81.7% |
| Participation rate | 43.8% | 66.3%-22.5pp | 82.6%-38.9pp | 73.2%-29.4pp |
| Annual return | 18.08% | 35.57%-17.5pp | 802.84%-784.8pp | 32.57%-14.5pp |
| Employer contribution / active EE | $259 | $1,574-83.5% | $5,143-95.0% | $2,504-89.7% |
| Participant deferral / active EE | $725 | $2,560-71.7% | $5,198-86.1% | $3,967-81.7% |
| Admin fee / account holder | $61 | $81-24.0% | $13,954-99.6% | $100-38.6% |