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 | $19,219 |
FRANKLIN TEMPLETON3 years Service code 28 47 WEST 200 SOUTH · SALT LAKE CITY, UT 84101 | Investment Management | $150 |
AMERICAN FUNDS6+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $50 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,421 | $52,293-38.0% | $178,490-81.8% | $73,409-55.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 11.57% | 34.75%-23.2pp | 151.07%-139.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $1,694 | $1,735-2.4% | $5,011-66.2% | $2,234-24.2% |
| Participant deferral / active EE | $1,644 | $2,332-29.5% | $5,202-68.4% | $3,805-56.8% |
| Admin fee / account holder | $25 | $127-80.7% | $13,984-99.8% | $158-84.4% |