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 CORPORATION3 years Service code 13 · EIN 35-1140090 | Contract Administrator | $34,667 |
BECKWERMERT AND COMPANY1 year Service code 10 573 VALLEY ROAD STE 8 · WAYNE, NJ 07470 | Accounting | $10,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,408 | $74,347+31.0% | $93,606+4.1% | $67,579+44.1% |
| Participation rate | 57.3% | 80.6%-23.3pp | 75.8%-18.5pp | 71.3%-14.0pp |
| Annual return | 23.55% | 28.07%-4.5pp | 32.76%-9.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $731 | $2,583-71.7% | $2,718-73.1% | $2,148-66.0% |
| Participant deferral / active EE | $3,195 | $4,060-21.3% | $4,069-21.5% | $3,539-9.7% |
| Admin fee / account holder | $250 | $123+103.6% | $7,888-96.8% | $142+75.5% |