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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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,796 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Recordkeeping | $1,130 |
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 | $54,952 | $55,415-0.8% | $155,509-64.7% | $74,495-26.2% |
| Participation rate | 70.2% | 61.9%+8.3pp | 78.2%-8.0pp | 67.2%+3.0pp |
| Annual return | 20.70% | 268.50%-247.8pp | 64.67%-44.0pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $1,763 | $2,267-22.2% | $4,672-62.3% | $2,623-32.8% |
| Participant deferral / active EE | $3,511 | $2,836+23.8% | $5,626-37.6% | $4,346-19.2% |
| Admin fee / account holder | $488 | $1,738-71.9% | $15,912-96.9% | $1,942-74.9% |