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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.
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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 Service code 13 · EIN 35-0472300 | Contract Administrator | $192,842 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $27,965 |
ASCENSUS LLC4 years Service code 15 · EIN 82-3719843 | Recordkeeping | $9,552 |
Filed as: ENVESTNET RETIREMENT Service code 26 · EIN 20-1409613 | Advisory (Participants) | $7,670 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 26 · EIN 61-1732930 | Advisory (Participants) | $2,315 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,832 | $111,491-22.1% | $189,513-54.2% | $86,7990% |
| Participation rate | 94.8% | 87.3%+7.5pp | 87.8%+7.0pp | 72.3%+22.5pp |
| Annual return | 20.64% | 83.50%-62.9pp | 555.15%-534.5pp | 97.91%-77.3pp |
| Employer contribution / active EE | $3,887 | $3,951-1.6% | $6,162-36.9% | $2,405+61.6% |
| Participant deferral / active EE | $7,261 | $6,437+12.8% | $8,221-11.7% | $4,131+75.8% |
| Admin fee / account holder | $370 | $189+96.2% | $12,045-96.9% | $170+118.4% |