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 | $9,784 |
AMERICAN FUNDS8+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $50 |
LINCOLN NATIONAL CORPORATION8+ 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 | $36,982 | $46,292-20.1% | $143,757-74.3% | $64,808-42.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -8.36% | -10.05%+1.7pp | -0.04%-8.3pp | 32.82%-41.2pp |
| Employer contribution / active EE | $2,873 | $1,910+50.4% | $4,951-42.0% | $2,506+14.6% |
| Participant deferral / active EE | $2,876 | $2,646+8.7% | $5,637-49.0% | $4,310-33.3% |
| Admin fee / account holder | $13 | $154-91.5% | $14,673-99.9% | $188-93.1% |