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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,762 |
DUNBAR, BENDER & ZAPF, INC.9+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $9,275 |
STADION MONEY MANAGEMENT9+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,366 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,999 | $54,701+7.9% | $86,188-31.5% | $71,457-17.4% |
| Participation rate | 99.3% | 60.1%+39.2pp | 69.0%+30.3pp | 67.9%+31.4pp |
| Annual return | 14.98% | 20.06%-5.1pp | 1168.45%-1153.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,235 | $1,265-2.4% | $2,380-48.1% | $2,588-52.3% |
| Participant deferral / active EE | $4,240 | $3,108+36.4% | $3,985+6.4% | $4,289-1.1% |
| Admin fee / account holder | $344 | $1,922-82.1% | $6,852-95.0% | $1,587-78.3% |