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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,341 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Filed as: CLARK SCHAEFER HACKETT Service code 15 · EIN 31-0800053 | Recordkeeping | $16,334 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,471 | $85,135-53.6% | $98,907-60.1% | $73,409-46.2% |
| Participation rate | 95.9% | 81.1%+14.8pp | 76.0%+19.9pp | 72.2%+23.7pp |
| Annual return | 11.28% | 19.14%-7.9pp | 196.43%-185.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $1,838 | $2,721-32.4% | $2,689-31.6% | $2,234-17.7% |
| Participant deferral / active EE | $3,552 | $4,349-18.3% | $4,244-16.3% | $3,805-6.6% |
| Admin fee / account holder | $129 | $139-7.7% | $6,642-98.1% | $158-18.6% |