Filed November 11, 2025 (most recent of 2 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 10-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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 · EIN 35-1151034 | Other Services | $59,856 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,941 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,534 | $37,117-33.9% | $147,614-83.4% | $55,191-55.5% |
| Participation rate | 71.1% | 63.6%+7.5pp | 84.6%-13.5pp | 69.2%+2.0pp |
| Annual return | -18.26% | 3.44%-21.7pp | 61.98%-80.2pp | 10.78%-29.0pp |
| Employer contribution / active EE | $2,568 | $1,620+58.5% | $5,564-53.8% | $1,899+35.3% |
| Participant deferral / active EE | $4,628 | $1,985+133.1% | $4,895-5.5% | $3,046+51.9% |
| Admin fee / account holder | $9 | $86-89.0% | $11,611-99.9% | $91-89.6% |