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 CORPORATION8+ years Service code 15 · EIN 35-0472300 | Recordkeeping | $112,685 |
THE BENEFIT PRACTICE8+ years Service code 50 · EIN 13-4144565 | Direct Payment | $39,575 |
COHN REZNICK LLP5 years Filed as: COHN REZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $23,150 |
Service code 38 · EIN 27-4617195 | Participant Communication | $20,802 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,012 | $50,127-74.0% | $149,673-91.3% | $80,160-83.8% |
| Participation rate | 68.7% | 64.3%+4.4pp | 78.8%-10.1pp | 72.9%-4.3pp |
| Annual return | 11.48% | 29.82%-18.3pp | 134.42%-122.9pp | 40.38%-28.9pp |
| Employer contribution / active EE | $368 | $1,865-80.2% | $4,818-92.4% | $2,978-87.6% |
| Participant deferral / active EE | $1,180 | $3,194-63.0% | $5,680-79.2% | $5,017-76.5% |
| Admin fee / account holder | $123 | $153-19.4% | $13,210-99.1% | $145-15.1% |