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 |
|---|---|---|
Filed as: ESLER & VANDERSCHAAFF Service code 27 · EIN 31-1399107 | Advisory (Plan) | $11,552 |
Filed as: BRADY, WARE Service code 10 · EIN 35-1476702 | Accounting | $10,700 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,397 | $155,795-79.2% | $136,294-76.2% | $69,631-53.5% |
| Participation rate | 69.4% | 75.2%-5.8pp | 81.9%-12.5pp | 70.7%-1.3pp |
| Annual return | 10.47% | 232464.33%-232453.9pp | 5155.94%-5145.5pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $732 | $2,991-75.5% | $4,695-84.4% | $2,032-64.0% |
| Participant deferral / active EE | $3,191 | $5,394-40.8% | $6,247-48.9% | $3,224-1.0% |
| Admin fee / account holder | $56 | $128-56.7% | $9,243-99.4% | $110-49.7% |