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 FINANCIAL GROUP Service code 27 1300 S. CLINTON AVE. · FT. WAYNE, IN 46801 | Advisory (Plan) | $25,000 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,849 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $168,249 | $64,348+161.5% | $90,160+86.6% | $70,131+139.9% |
| Participation rate | 83.5% | 70.4%+13.1pp | 76.9%+6.7pp | 69.5%+14.0pp |
| Annual return | 13.23% | 28.13%-14.9pp | 34.88%-21.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,724 | $2,046-15.7% | $3,318-48.1% | $2,342-26.4% |
| Participant deferral / active EE | $5,893 | $4,389+34.3% | $5,288+11.5% | $3,332+76.9% |
| Admin fee / account holder | $323 | $3,944-91.8% | $5,943-94.6% | $4,645-93.0% |