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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,947 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $16,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,525 | $56,095-67.0% | $178,490-89.6% | $90,288-79.5% |
| Participation rate | 12.1% | 65.6%-53.5pp | 81.9%-69.9pp | 73.4%-61.3pp |
| Annual return | 16.83% | 28.81%-12.0pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $183 | $1,572-88.3% | $5,011-96.3% | $2,524-92.7% |
| Participant deferral / active EE | $435 | $2,669-83.7% | $5,202-91.6% | $4,232-89.7% |
| Admin fee / account holder | $163 | $101+62.1% | $13,984-98.8% | $114+43.0% |