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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 61 4600 E PARK DR STE 300 · PALM BEACH GARDENS, FL 33410 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,250 | $55,453-52.7% | $170,442-84.6% | $62,292-57.9% |
| Participation rate | 72.3% | 66.4%+6.0pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 11.40% | 21.38%-10.0pp | 205.93%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $2,695 | $2,164+24.6% | $5,433-50.4% | $2,042+32.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-99.9% | $13,880-100.0% | $479-99.9% |