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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Recordkeeping | $1,625 |
LINCOLN NATIONAL CORPORATION2+ years Service code 19 · EIN 35-1140070 ONE GRANITE PLACE 4S · CONCORD, NH 03301 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,803 | $52,884-60.7% | $84,750-75.5% | $55,167-62.3% |
| Participation rate | 61.6% | 67.5%-5.9pp | 76.6%-14.9pp | 69.0%-7.3pp |
| Annual return | 10.99% | 18.03%-7.0pp | 22.78%-11.8pp | 169.23%-158.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,280 | $2,644-51.6% | $3,712-65.5% | $3,054-58.1% |
| Admin fee / account holder | $142 | $581-75.5% | $5,332-97.3% | $504-71.7% |