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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $71,890 |
PA RETIREMENT SOLUTIONS, INC.6+ years Service code 15 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping | $11,900 |
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 | $74,458 | $91,517-18.6% | $101,248-26.5% | $73,409+1.4% |
| Participation rate | 91.3% | 73.8%+17.5pp | 75.8%+15.5pp | 72.2%+19.1pp |
| Annual return | 12.32% | 17.17%-4.9pp | 46.47%-34.2pp | 59.29%-47.0pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,505 | $3,338+64.9% | $4,370+26.0% | $3,805+44.7% |
| Admin fee / account holder | $269 | $216+24.8% | $5,945-95.5% | $158+70.6% |