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, LLC8+ years Service code 28 · EIN 26-1507071 | Investment Management | $78,875 |
SEGALL BRYANT & HAMILL6 years Service code 28 · EIN 41-1788385 | Investment Management | $76,056 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $37,000 |
WILMINGTON TRUST8+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $27,348 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 49 · EIN 35-2134263 | Other Services | $17,045 |
Service code 10 · EIN 20-3934956 | Accounting | $10,600 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -27.52% | -11.09%-16.4pp | -38.85%+11.3pp | -5.25%-22.3pp |
| Employer contribution / active EE | $7,527 | $16,800-55.2% | $37,752-80.1% | $15,166-50.4% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |