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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $96,932 |
ANNEX WEALTH MANAGEMENT LLC5 years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 27 · EIN 68-0524298 | Advisory (Plan) | $42,631 |
REILLY, PENNER & BENTON LLP4 years Service code 27 · EIN 39-0747409 | Advisory (Plan) | $9,725 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,496 | $100,923+17.4% | $150,045-21.0% | $74,304+59.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 16.05% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $3,204 | $3,463-7.5% | $4,693-31.7% | $2,241+43.0% |
| Participant deferral / active EE | $10,782 | $6,709+60.7% | $7,997+34.8% | $3,767+186.2% |
| Admin fee / account holder | $478 | $2,767-82.7% | $13,435-96.4% | $2,969-83.9% |