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 CORPORATION10+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $146,960 |
THE BENEFIT PRACTICE10+ years Service code 50 · EIN 13-4144565 | Direct Payment | $57,970 |
Service code 38 · EIN 27-4617195 | Participant Communication | $19,386 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $18,900 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $36 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,135 | $57,610-77.2% | $154,803-91.5% | $102,872-87.2% |
| Participation rate | 75.0% | 59.5%+15.5pp | 78.1%-3.1pp | 73.0%+2.0pp |
| Annual return | 12.87% | 30.49%-17.6pp | 58.88%-46.0pp | 19.06%-6.2pp |
| Employer contribution / active EE | $459 | $1,883-75.6% | $4,305-89.3% | $3,526-87.0% |
| Participant deferral / active EE | $1,347 | $2,914-53.8% | $5,540-75.7% | $5,535-75.7% |
| Admin fee / account holder | $110 | $368-70.1% | $14,329-99.2% | $292-62.3% |