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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $104,655 |
THE BENEFIT PRACTICE5+ years Service code 50 · EIN 13-4144565 | Direct Payment | $55,608 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $28,560 |
DEBORAH KAY PRAAY1 year Service code 16 · EIN 46-2658576 | Consulting | $24,320 |
Service code 38 · EIN 27-4617195 | Participant Communication | $11,939 |
Filed as: VOYA RETIREMENT CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $655 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,215 | $56,095-64.0% | $178,490-88.7% | $90,288-77.6% |
| Participation rate | 42.4% | 65.6%-23.1pp | 81.9%-39.5pp | 73.4%-30.9pp |
| Annual return | 8.81% | 28.81%-20.0pp | 151.07%-142.3pp | 53.97%-45.2pp |
| Employer contribution / active EE | $303 | $1,572-80.7% | $5,011-93.9% | $2,524-88.0% |
| Participant deferral / active EE | $881 | $2,669-67.0% | $5,202-83.1% | $4,232-79.2% |
| Admin fee / account holder | $242 | $101+140.4% | $13,984-98.3% | $114+112.1% |