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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 15 7425 HOLLISTER · HOUSTON, TX 770405321 | Recordkeeping | $7,875 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,520 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,292 | $88,083+29.8% | $164,813-30.7% | $74,495+53.4% |
| Participation rate | 80.4% | 73.0%+7.4pp | 78.6%+1.8pp | 67.2%+13.2pp |
| Annual return | 190.06% | 17.26%+172.8pp | 69.93%+120.1pp | 1364.94%-1174.9pp |
| Employer contribution / active EE | $1,822 | $2,593-29.7% | $4,341-58.0% | $2,623-30.5% |
| Participant deferral / active EE | $1,774 | $4,498-60.6% | $6,031-70.6% | $4,346-59.2% |
| Admin fee / account holder | $70 | $2,234-96.9% | $12,690-99.5% | $1,942-96.4% |