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 CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 55 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 19034 | Other Commissions | $25,261 |
DAVID ROMANO3 years Filed as: DAVID R. DORFMAN & ASSOCIATES LLC Service code 13 | Contract Administrator | $8,695 |
DAVID ROMANO3 years Filed as: DAVID R DORFMAN & ASSOCIATES LLC Service code 13 PO BOX 98 · LOCUST VALLEY, NY 11560 | Contract Administrator | $0 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,535 | $73,638+3.9% | $95,952-20.2% | $73,488+4.1% |
| Participation rate | 90.4% | 76.2%+14.2pp | 77.1%+13.3pp | 70.7%+19.7pp |
| Annual return | 17.07% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $952 | $1,863-48.9% | $2,541-62.5% | $2,270-58.1% |
| Participant deferral / active EE | $3,576 | $3,617-1.1% | $4,167-14.2% | $3,740-4.4% |
| Admin fee / account holder | $20 | $482-95.9% | $6,795-99.7% | $513-96.2% |