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 |
|---|---|---|
DMS, LLC5+ years Service code 28 · EIN 26-1507071 | Investment Management | $80,488 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $73,060 |
SEGALL BRYANT & HAMILL3 years Service code 28 · EIN 41-1788385 | Investment Management | $60,843 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES CO, LLC Service code 13 · EIN 35-2134263 | Contract Administrator | $16,071 |
WILMINGTON TRUST5+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $14,098 |
Service code 10 · EIN 20-3934956 | Accounting | $12,548 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 14.70% | 12.96%+1.7pp | 20.73%-6.0pp | 16.32%-1.6pp |
| Employer contribution / active EE | $0 | $12,913-100.0% | $36,500-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |