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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 | $47,692 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 1102 CHESNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Recordkeeping | $2,560 |
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 | $45,569 | $61,272-25.6% | $149,673-69.6% | $71,457-36.2% |
| Participation rate | 66.4% | 62.5%+3.9pp | 78.8%-12.3pp | 67.9%-1.5pp |
| Annual return | 25.73% | 35.85%-10.1pp | 134.42%-108.7pp | 28.85%-3.1pp |
| Employer contribution / active EE | $1,692 | $2,378-28.9% | $4,818-64.9% | $2,588-34.6% |
| Participant deferral / active EE | $3,414 | $2,917+17.0% | $5,680-39.9% | $4,289-20.4% |
| Admin fee / account holder | $415 | $1,261-67.1% | $13,210-96.9% | $1,587-73.8% |