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 |
|---|---|---|
Filed as: ASSOCIATED BENEFIT PLANNERS Service code 15 | Recordkeeping | $10,375 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,749 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,982 | $85,202-85.9% | $172,739-93.1% | $72,985-83.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.82% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,690 | $3,324+11.0% | $5,143-28.2% | $2,440+51.3% |
| Participant deferral / active EE | $880 | $3,260-73.0% | $5,198-83.1% | $3,607-75.6% |
| Admin fee / account holder | $158 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |