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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.
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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 Filed as: LINCOLN INVESTMENT Service code 27 · EIN 23-1702591 2 SHEPPARD RD., SUITE 301 · VOORHEES, NJ 08043 | Advisory (Plan) | $22,195 |
BPAS6+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $8,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,646 | $66,124+50.7% | $90,404+10.2% | $73,488+35.6% |
| Participation rate | 55.9% | 69.7%-13.8pp | 72.7%-16.8pp | 70.7%-14.8pp |
| Annual return | 22.34% | 17.65%+4.7pp | 1293.02%-1270.7pp | 28.51%-6.2pp |
| Employer contribution / active EE | $1,749 | $2,346-25.5% | $3,262-46.4% | $2,270-23.0% |
| Participant deferral / active EE | $2,657 | $3,039-12.6% | $3,963-33.0% | $3,740-28.9% |
| Admin fee / account holder | $322 | $396-18.7% | $5,611-94.3% | $513-37.2% |