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 CORPORATION7 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $22,229 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Participants) | $9,771 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, MN 55405 | Recordkeeping | $5,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,833 | $77,899-59.1% | $149,673-78.7% | $75,163-57.6% |
| Participation rate | 65.0% | 65.6%-0.6pp | 78.8%-13.8pp | 67.2%-2.2pp |
| Annual return | 15.98% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,642 | $3,137-15.8% | $4,818-45.2% | $2,670-1.0% |
| Participant deferral / active EE | $2,514 | $3,411-26.3% | $5,680-55.7% | $4,125-39.1% |
| Admin fee / account holder | $177 | $5,956-97.0% | $13,210-98.7% | $5,651-96.9% |