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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $380,991 |
COMMERCIAL SUPPORT SERVICES2 years Service code 13 · EIN 94-1606517 | Contract Administrator | $16,635 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,881 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,130 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $7,616 |
NATIONWIDE8 years Service code 13 · EIN 31-4156830 | Contract Administrator | $324 |
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 | $64,693 | $50,127+29.1% | $149,673-56.8% | $80,160-19.3% |
| Participation rate | 91.8% | 64.3%+27.5pp | 78.8%+13.0pp | 72.9%+18.9pp |
| Annual return | 15.30% | 29.82%-14.5pp | 134.42%-119.1pp | 40.38%-25.1pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,347 | $3,194+67.4% | $5,680-5.9% | $5,017+6.6% |
| Admin fee / account holder | $75 | $153-51.0% | $13,210-99.4% | $145-48.4% |