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 CORPORATION5 years Filed as: LINCOLN INVESTMENT Service code 27 · EIN 23-1702591 2 SHEPPARD RD., SUITE 301 · VOORHEES, NJ 08043 | Advisory (Plan) | $22,557 |
BPAS8+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $14,358 |
MORRIS J. COHEN & CO., P.C.8+ years Service code 10 · EIN 23-2666906 1601 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $12,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,781 | $58,908+42.2% | $82,719+1.3% | - |
| Participation rate | 43.4% | 68.0%-24.5pp | 72.6%-29.1pp | - |
| Annual return | -20.13% | -8.97%-11.2pp | 701.18%-721.3pp | - |
| Employer contribution / active EE | $1,958 | $1,912+2.4% | $3,009-34.9% | - |
| Participant deferral / active EE | $2,927 | $2,996-2.3% | $4,395-33.4% | - |
| Admin fee / account holder | $497 | $4,022-87.6% | $5,329-90.7% | - |