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 CORPORATION6 years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $61,747 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,733 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $6,690 |
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 | $102,312 | $53,165+92.4% | $86,188+18.7% | $74,419+37.5% |
| Participation rate | 86.9% | 64.9%+22.1pp | 69.0%+18.0pp | 70.7%+16.2pp |
| Annual return | 18.75% | 22.64%-3.9pp | 1168.45%-1149.7pp | 34.38%-15.6pp |
| Employer contribution / active EE | $835 | $1,210-31.0% | $2,380-64.9% | $2,637-68.3% |
| Participant deferral / active EE | $4,904 | $3,234+51.6% | $3,985+23.1% | $4,528+8.3% |
| Admin fee / account holder | $196 | $551-64.4% | $6,852-97.1% | $348-43.5% |