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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $12,705 |
MAXUS PLAN SOLUTIONS3 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $2,688 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $102 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
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 | $39,070 | $65,322-40.2% | $70,449-44.5% | $73,488-46.8% |
| Participation rate | 73.6% | 77.0%-3.3pp | 75.1%-1.4pp | 70.7%+3.0pp |
| Annual return | 9.49% | 15.71%-6.2pp | 109.03%-99.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $849 | $2,460-65.5% | $2,737-69.0% | $2,270-62.6% |
| Participant deferral / active EE | $1,806 | $3,375-46.5% | $3,709-51.3% | $3,740-51.7% |
| Admin fee / account holder | $185 | $214-13.7% | $3,845-95.2% | $513-64.0% |