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 CORPORATION9+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $99,858 |
THE BENEFIT PRACTICE9+ years Service code 50 · EIN 13-4144565 | Direct Payment | $62,495 |
Service code 38 · EIN 27-4617195 | Participant Communication | $19,200 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,743 | $53,136-76.0% | $155,509-91.8% | $199,593-93.6% |
| Participation rate | 78.2% | 64.1%+14.1pp | 78.2%0pp | 72.0%+6.2pp |
| Annual return | 9.32% | 41.15%-31.8pp | 64.67%-55.4pp | 34.25%-24.9pp |
| Employer contribution / active EE | $464 | $1,851-74.9% | $4,672-90.1% | $3,034-84.7% |
| Participant deferral / active EE | $1,332 | $3,161-57.8% | $5,626-76.3% | $5,087-73.8% |
| Admin fee / account holder | $106 | $185-42.9% | $15,912-99.3% | $269-60.6% |