Filed April 1, 2025 (most recent of 7 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,820 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $16,878 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,207 | $65,376-7.9% | $87,100-30.9% | $65,185-7.6% |
| Participation rate | 99.2% | 75.3%+23.9pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | 26.50% | 31.27%-4.8pp | 28.19%-1.7pp | 29.38%-2.9pp |
| Employer contribution / active EE | $3,368 | $1,822+84.8% | $2,521+33.6% | $2,177+54.7% |
| Participant deferral / active EE | $4,642 | $3,388+37.0% | $4,049+14.7% | $3,514+32.1% |
| Admin fee / account holder | $347 | $520-33.3% | $7,497-95.4% | $847-59.1% |