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 |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $86,560 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $55,084 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Distribution (12b-1) fees; Shareholde... | $9,424 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $90 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,570 | $45,382-15.0% | $154,107-75.0% | $75,289-48.8% |
| Participation rate | 74.0% | 65.9%+8.1pp | 83.0%-9.0pp | 72.4%+1.6pp |
| Annual return | -5.05% | -0.47%-4.6pp | 735.12%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,823 | $1,533+18.9% | $5,298-65.6% | $2,405-24.2% |
| Participant deferral / active EE | $2,210 | $2,384-7.3% | $5,081-56.5% | $3,739-40.9% |
| Admin fee / account holder | $148 | $89+65.9% | $13,411-98.9% | $102+44.8% |