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 | $47,526 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 · EIN 35-1151034 | Other Services | $17,468 |
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 | $73,546 | $73,638-0.1% | $95,952-23.4% | $73,488+0.1% |
| Participation rate | 95.9% | 76.2%+19.7pp | 77.1%+18.8pp | 70.7%+25.2pp |
| Annual return | 18.69% | 16.78%+1.9pp | 91.61%-72.9pp | 28.51%-9.8pp |
| Employer contribution / active EE | $3,538 | $1,863+89.9% | $2,541+39.2% | $2,270+55.9% |
| Participant deferral / active EE | $5,307 | $3,617+46.7% | $4,167+27.4% | $3,740+41.9% |
| Admin fee / account holder | $355 | $482-26.4% | $6,795-94.8% | $513-30.9% |