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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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $70,164 |
Filed as: COMMONWEALTH FINANCIAL GROUP Service code 28 · EIN 04-2675571 | Investment Management | $35,735 |
T R PAUL INC.5+ years Service code 13 · EIN 06-0906361 555 HERITAGE RD · SOUTHBURY, CT 06488 | Contract Administrator | $16,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,242 | $59,417+45.1% | $93,606-7.9% | $74,495+15.8% |
| Participation rate | 76.4% | 59.7%+16.8pp | 68.7%+7.7pp | 67.2%+9.2pp |
| Annual return | 11.80% | 81.83%-70.0pp | 133.20%-121.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,257 | $3,050+170.7% | $4,411+87.2% | $4,346+90.0% |
| Admin fee / account holder | $409 | $3,021-86.5% | $8,285-95.1% | $1,942-78.9% |