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 |
|---|---|---|
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $98,118 |
DMS, LLC3+ years Service code 28 · EIN 26-1507071 | Investment Management | $91,130 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $35,426 |
WILMINGTON TRUST3+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $15,537 |
Service code 11 · EIN 16-1486454 | Actuarial | $12,548 |
Filed as: LINCOLN RETIREMENT SERVICES CO, LLC Service code 21 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Bank Trustee | $5,701 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 7.13% | 10.93%-3.8pp | 10.16%-3.0pp | 13.95%-6.8pp |
| Employer contribution / active EE | $5,714 | $10,209-44.0% | $33,192-82.8% | $16,598-65.6% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |