Filed March 29, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75,619 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $34,251 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $14,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,611 | $62,132-42.7% | $185,823-80.8% | $73,488-51.5% |
| Participation rate | 93.5% | 67.8%+25.7pp | 78.0%+15.4pp | 70.7%+22.8pp |
| Annual return | 17.94% | 20.44%-2.5pp | 35.95%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $2,400 | $1,681+42.8% | $4,087-41.3% | $2,270+5.7% |
| Participant deferral / active EE | $4,627 | $3,711+24.7% | $5,632-17.8% | $3,740+23.7% |
| Admin fee / account holder | $253 | $419-39.5% | $9,500-97.3% | $513-50.7% |