Filed June 24, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $148,155 |
THE BENEFIT PRACTICE6+ years Service code 50 · EIN 13-4144565 | Direct Payment | $39,225 |
COHN REZNICK LLP3 years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $29,427 |
Service code 38 · EIN 27-4617195 | Participant Communication | $12,656 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,525 | $67,512-71.1% | $185,823-89.5% | $93,030-79.0% |
| Participation rate | 50.5% | 67.1%-16.6pp | 81.7%-31.2pp | 73.9%-23.4pp |
| Annual return | 9.36% | 21.04%-11.7pp | 122.05%-112.7pp | 158.70%-149.3pp |
| Employer contribution / active EE | $337 | $1,783-81.1% | $5,167-93.5% | $2,706-87.5% |
| Participant deferral / active EE | $1,099 | $3,035-63.8% | $5,568-80.3% | $4,562-75.9% |
| Admin fee / account holder | $212 | $318-33.2% | $16,237-98.7% | $152+40.0% |