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 CORPORATION7 years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $72,327 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,222 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $9,977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,282 | $54,193+120.1% | $93,606+27.4% | $77,643+53.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 68.7%+18.8pp | 70.6%+17.0pp |
| Annual return | 15.41% | 30.54%-15.1pp | 133.20%-117.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $840 | $1,168-28.1% | $2,420-65.3% | $2,726-69.2% |
| Participant deferral / active EE | $5,321 | $3,144+69.2% | $4,411+20.6% | $4,647+14.5% |
| Admin fee / account holder | $243 | $576-57.8% | $8,285-97.1% | $430-43.6% |