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 CORPORATION6 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $14,888 |
MAXUS PLAN SOLUTIONS6 years Filed as: MAXUS PLAN SOLUTIONS, NC Service code 49 · EIN 45-4012897 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Other Services | $1,313 |
Filed as: MASS MUTUAL LIFE INSURANCE, CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,036 | $65,557-45.0% | $64,056-43.7% | $71,457-49.6% |
| Participation rate | 69.2% | 73.2%-4.0pp | 72.3%-3.1pp | 67.9%+1.2pp |
| Annual return | 11.24% | 18.94%-7.7pp | 33.69%-22.4pp | 28.85%-17.6pp |
| Employer contribution / active EE | $829 | $2,669-68.9% | $2,747-69.8% | $2,588-68.0% |
| Participant deferral / active EE | $2,071 | $3,626-42.9% | $3,880-46.6% | $4,289-51.7% |
| Admin fee / account holder | $127 | $616-79.4% | $3,068-95.9% | $1,587-92.0% |