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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,679 |
ANEW 401K TPA LLC3 years Service code 15 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $1,284 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,122 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES CORP Service code 22 · EIN 02-0275490 | Insurance Broker | $0 |
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 | $59,378 | $98,750-39.9% | $149,696-60.3% | $79,858-25.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 15.19% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,702 | $3,216-47.1% | $4,644-63.4% | $2,471-31.1% |
| Participant deferral / active EE | $5,392 | $5,680-5.1% | $6,842-21.2% | $3,740+44.2% |
| Admin fee / account holder | $178 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |