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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 CORPORATION4 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $13,247 |
Filed as: ALMANACK INVESTMENT PARTNERS, LLC Service code 27 656 E. SWEDESFORD ROAD · WAYNE, PA 19807 | Advisory (Plan) | $7,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,652 | $59,263-34.8% | $96,562-60.0% | $79,386-51.3% |
| Participation rate | 45.5% | 61.9%-16.4pp | 69.8%-24.3pp | 70.7%-25.2pp |
| Annual return | 12.13% | 27.07%-14.9pp | 37.78%-25.7pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,002 | $1,216-17.6% | $2,356-57.5% | $2,427-58.7% |
| Participant deferral / active EE | $1,460 | $2,948-50.5% | $3,849-62.1% | $4,046-63.9% |
| Admin fee / account holder | $254 | $658-61.5% | $6,181-95.9% | $626-59.5% |