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 13 · EIN 35-1140070 | Contract Administrator | $435,260 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $12,568 |
COMMERCIAL SUPPORT SERVICES3 years Service code 13 · EIN 94-1606517 | Contract Administrator | $12,000 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,692 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,993 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,701 | $67,6790% | $155,509-56.5% | $99,062-31.7% |
| Participation rate | 92.5% | 67.2%+25.3pp | 78.2%+14.3pp | 71.6%+20.9pp |
| Annual return | 11.92% | 16.16%-4.2pp | 64.67%-52.7pp | 17.66%-5.7pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $5,344 | $3,828+39.6% | $5,626-5.0% | $5,331+0.2% |
| Admin fee / account holder | $79 | $94-15.2% | $15,912-99.5% | $109-27.1% |