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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.
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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 Service code 13 · EIN 35-1140070 | Contract Administrator | $19,452 |
BARCLAY PLANNING GROUP1 year Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $723 |
STADION MONEY MANAGEMENT5 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $84 |
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 | $42,500 | $84,936-50.0% | $111,297-61.8% | $79,386-46.5% |
| Participation rate | 35.7% | 75.9%-40.1pp | 77.3%-41.6pp | 70.7%-35.0pp |
| Annual return | 15.36% | 17.45%-2.1pp | 54.65%-39.3pp | 116.85%-101.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,144 | $3,888-44.9% | $4,487-52.2% | $4,046-47.0% |
| Admin fee / account holder | $355 | $537-33.8% | $7,964-95.5% | $626-43.3% |