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 CORPORATION3 years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $15,689 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 55 · EIN 95-3288054 16140 SAND CANYON AVE · IRVINE, CA 92618 | Other Commissions | $10,000 |
BENEFIT EQUITY, INC.1 year Service code 13 · EIN 33-0384246 525 CABRILLO PARK DR STE 20 · SANTA ANA, CA 92701 | Contract Administrator | $3,442 |
MORAN KNOBEL2 years Filed as: MORAN KNOBEL, INC. Service code 14 · EIN 91-0964302 10900 NE 8TH ST STE 1310 · BELLEVUE, WA 98004 | Plan Administrator | $250 |
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 | $65,839 | $59,263+11.1% | $96,562-31.8% | $79,386-17.1% |
| Participation rate | 79.3% | 61.9%+17.4pp | 69.8%+9.5pp | 70.7%+8.6pp |
| Annual return | 15.72% | 27.07%-11.3pp | 37.78%-22.1pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,579 | $1,216+29.9% | $2,356-33.0% | $2,427-35.0% |
| Participant deferral / active EE | $5,897 | $2,948+100.1% | $3,849+53.2% | $4,046+45.8% |
| Admin fee / account holder | $121 | $658-81.6% | $6,181-98.0% | $626-80.7% |