Filed March 26, 2024 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $97,975 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,156 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,330 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $67,313 | $45,000+49.6% | $143,757-53.2% | $77,904-13.6% |
| Participation rate | 98.3% | 66.8%+31.5pp | 80.3%+18.0pp | 73.7%+24.6pp |
| Annual return | -13.80% | 29.03%-42.8pp | -0.04%-13.8pp | 12.21%-26.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $40 | $98-58.9% | $14,673-99.7% | $133-69.5% |