Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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 |
|---|---|---|
GREENLEAF TRUST5+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $50,642 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,186 | $62,928-25.0% | $172,739-72.7% | $67,579-30.2% |
| Participation rate | 60.1% | 64.5%-4.4pp | 82.6%-22.6pp | 71.3%-11.2pp |
| Annual return | 29.10% | 30.36%-1.3pp | 802.84%-773.7pp | 378.56%-349.5pp |
| Employer contribution / active EE | $970 | $1,636-40.7% | $5,143-81.1% | $2,148-54.8% |
| Participant deferral / active EE | $3,568 | $2,145+66.4% | $5,198-31.3% | $3,539+0.8% |
| Admin fee / account holder | $247 | $167+48.1% | $13,954-98.2% | $142+73.5% |