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 CORPORATION5 years Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $95,096 |
BOND & COMPANY, PLC1 year Service code 13 · EIN 47-0899021 | Contract Administrator | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,444 | $79,519-79.3% | $95,952-82.9% | $73,409-77.6% |
| Participation rate | 84.1% | 81.2%+2.9pp | 77.1%+7.0pp | 72.2%+11.9pp |
| Annual return | 15.19% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $920 | $2,048-55.1% | $2,541-63.8% | $2,234-58.8% |
| Participant deferral / active EE | $2,669 | $4,138-35.5% | $4,167-35.9% | $3,805-29.9% |
| Admin fee / account holder | $65 | $184-64.8% | $6,795-99.0% | $158-58.9% |