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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $96,263 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 36-3145972 | Advisory (Participants) | $47,182 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,813 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $50,458-35.3% | $159,960-79.6% | $64,808-49.7% |
| Participation rate | 93.3% | 68.0%+25.2pp | 78.0%+15.3pp | 71.5%+21.8pp |
| Annual return | -17.92% | -13.42%-4.5pp | 408.60%-426.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,351 | $1,722+36.5% | $4,226-44.4% | $2,506-6.2% |
| Participant deferral / active EE | $4,941 | $4,004+23.4% | $6,182-20.1% | $4,310+14.6% |
| Admin fee / account holder | $272 | $706-61.4% | $8,698-96.9% | $188+45.0% |