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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,211 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,200 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $25,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,297 | $41,256-21.7% | $86,590-62.7% | $77,958-58.6% |
| Participation rate | 34.2% | 63.0%-28.8pp | 73.5%-39.4pp | 71.6%-37.5pp |
| Annual return | 52.08% | 17.67%+34.4pp | 964.84%-912.8pp | 20.87%+31.2pp |
| Employer contribution / active EE | $536 | $1,613-66.8% | $2,839-81.1% | $2,310-76.8% |
| Participant deferral / active EE | $1,219 | $2,332-47.7% | $3,609-66.2% | $3,537-65.5% |
| Admin fee / account holder | $266 | $71+276.0% | $4,906-94.6% | $97+173.3% |