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 13 · EIN 35-0472300 | Contract Administrator | $66,237 |
WINNOW WEALTH, LLC3 years Service code 26 · EIN 87-2334687 | Advisory (Participants) | $40,284 |
MY BENEFITS, LLC10+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $26,830 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $10,071 |
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 | $59,303 | $50,815+16.7% | $155,509-61.9% | $77,643-23.6% |
| Participation rate | 70.9% | 63.1%+7.8pp | 78.2%-7.3pp | 70.6%+0.3pp |
| Annual return | 11.92% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,801 | $1,993+40.6% | $4,672-40.1% | $2,726+2.7% |
| Participant deferral / active EE | $2,274 | $2,822-19.4% | $5,626-59.6% | $4,647-51.1% |
| Admin fee / account holder | $298 | $437-31.7% | $15,912-98.1% | $430-30.7% |