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 | $98,218 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $61,783 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Recordkeeping fees; Participant loan ... | $9,710 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $0 |
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 | $44,804 | $47,456-5.6% | $172,739-74.1% | $77,787-42.4% |
| Participation rate | 75.2% | 66.3%+8.9pp | 82.6%-7.5pp | 73.2%+1.9pp |
| Annual return | 20.92% | 35.57%-14.7pp | 802.84%-781.9pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,749 | $1,574+11.1% | $5,143-66.0% | $2,504-30.2% |
| Participant deferral / active EE | $2,268 | $2,560-11.4% | $5,198-56.4% | $3,967-42.8% |
| Admin fee / account holder | $150 | $81+85.2% | $13,954-98.9% | $100+49.6% |