See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,003 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 | Other Fees | $12,343 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $2,925 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,821 | $47,922-21.1% | $75,886-50.2% | $65,185-42.0% |
| Participation rate | 33.0% | 63.0%-30.0pp | 69.3%-36.3pp | 70.2%-37.2pp |
| Annual return | 26.92% | 24.12%+2.8pp | 30.76%-3.8pp | 29.38%-2.5pp |
| Employer contribution / active EE | $104 | $1,557-93.3% | $2,500-95.8% | $2,177-95.2% |
| Participant deferral / active EE | $1,281 | $2,550-49.8% | $3,603-64.5% | $3,514-63.6% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |