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 CORPORATION9 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $121,627 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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 | $63,017 | $50,815+24.0% | $155,509-59.5% | $77,643-18.8% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 14.45% | 34.80%-20.4pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $813 | $1,993-59.2% | $4,672-82.6% | $2,726-70.2% |
| Participant deferral / active EE | $4,687 | $2,822+66.1% | $5,626-16.7% | $4,647+0.8% |
| Admin fee / account holder | $166 | $437-62.0% | $15,912-99.0% | $430-61.5% |