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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $23,563 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Participants) | $9,641 |
EISNERAMPER LLP2 years Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, MN 55405 | Recordkeeping | $5,871 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,698 | $81,248-59.8% | $155,509-79.0% | $80,856-59.6% |
| Participation rate | 79.7% | 66.2%+13.5pp | 78.2%+1.5pp | 67.6%+12.1pp |
| Annual return | 11.60% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,646 | $3,100-14.6% | $4,672-43.4% | $2,755-3.9% |
| Participant deferral / active EE | $2,639 | $3,452-23.5% | $5,626-53.1% | $4,296-38.6% |
| Admin fee / account holder | $175 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |