Filed January 10, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $13,782 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 19 · EIN 23-1702591 | Securities Custodian | $3,335 |
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 | $111,737 | $202,387-44.8% | $57,179+95.4% | - |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.3%+14.6pp | - |
| Annual return | 7.31% | 10.83%-3.5pp | 14.59%-7.3pp | - |
| Employer contribution / active EE | $4,673 | $2,304+102.9% | $2,682+74.2% | - |
| Participant deferral / active EE | $7,740 | $2,991+158.8% | $3,096+150.0% | - |
| Admin fee / account holder | $6 | $22,351-100.0% | $3,139-99.8% | - |