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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,372 |
DUNBAR, BENDER & ZAPF, INC.4 years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 15 · EIN 25-1650062 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,410 | $58,879-41.6% | $178,490-80.7% | $73,488-53.2% |
| Participation rate | 48.2% | 66.2%-18.0pp | 81.9%-33.7pp | 70.7%-22.5pp |
| Annual return | 16.14% | 24.86%-8.7pp | 151.07%-134.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $513 | $2,236-77.1% | $5,011-89.8% | $2,270-77.4% |
| Participant deferral / active EE | $1,007 | $2,567-60.8% | $5,202-80.6% | $3,740-73.1% |
| Admin fee / account holder | $310 | $400-22.5% | $13,984-97.8% | $513-39.5% |