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 CORPORATION5 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $14,102 |
MAXUS PLAN SOLUTIONS5 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $3,775 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $809 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,356 | $60,989-46.9% | $60,874-46.8% | $66,914-51.6% |
| Participation rate | 72.8% | 74.5%-1.7pp | 73.1%-0.3pp | 69.8%+3.0pp |
| Annual return | -10.44% | -9.60%-0.8pp | 16.90%-27.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $797 | $2,661-70.0% | $2,701-70.5% | $2,544-68.7% |
| Participant deferral / active EE | $1,827 | $3,615-49.4% | $3,817-52.1% | $4,237-56.9% |
| Admin fee / account holder | $129 | $338-61.8% | $3,224-96.0% | $593-78.2% |