See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2+ years Service code 27 801 PARK AVENUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $30,235 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,604 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $1,540 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVIES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON ST #150 · FORT WAYNE, IN 46802 | Other Commissions | $0 |
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 | $58,430 | $71,192-17.9% | $117,854-50.4% | $62,292-6.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.80% | 18.66%-6.9pp | 335.08%-323.3pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,703 | $1,934+39.8% | $3,786-28.6% | $2,042+32.3% |
| Participant deferral / active EE | $3,760 | $3,189+17.9% | $4,482-16.1% | $3,169+18.6% |
| Admin fee / account holder | $266 | $587-54.8% | $8,020-96.7% | $479-44.6% |