Filed May 22, 2023
Total covered: 400 employees
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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $21,349 |
FRANKLIN TEMPLETON2 years Service code 28 47 WEST 200 SOUTH · SALT LAKE CITY, UT 84101 | Investment Management | $150 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $75 |
AMERICAN FUNDS5+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $55 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,334 | $62,928-56.6% | $172,739-84.2% | $67,579-59.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 11.99% | 30.36%-18.4pp | 802.84%-790.8pp | 378.56%-366.6pp |
| Employer contribution / active EE | $1,701 | $1,636+4.0% | $5,143-66.9% | $2,148-20.8% |
| Participant deferral / active EE | $1,411 | $2,145-34.2% | $5,198-72.8% | $3,539-60.1% |
| Admin fee / account holder | $27 | $167-83.5% | $13,954-99.8% | $142-80.7% |