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 CORPORATION7+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $114,943 |
THE BENEFIT PRACTICE7+ years Service code 50 · EIN 13-4144565 | Direct Payment | $48,475 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $20,475 |
Service code 38 · EIN 27-4617195 | Participant Communication | $14,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,440 | $45,000-65.7% | $143,757-89.3% | $77,904-80.2% |
| Participation rate | 59.4% | 66.8%-7.4pp | 80.3%-20.9pp | 73.7%-14.3pp |
| Annual return | -10.16% | 29.03%-39.2pp | -0.04%-10.1pp | 12.21%-22.4pp |
| Employer contribution / active EE | $349 | $1,870-81.3% | $4,951-93.0% | $2,848-87.8% |
| Participant deferral / active EE | $1,066 | $3,157-66.2% | $5,637-81.1% | $4,806-77.8% |
| Admin fee / account holder | $166 | $98+69.1% | $14,673-98.9% | $133+25.5% |