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 | $64,594 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $22,853 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,990 | $84,936-7.0% | $111,297-29.0% | $79,386-0.5% |
| Participation rate | 97.8% | 75.9%+22.0pp | 77.3%+20.5pp | 70.7%+27.1pp |
| Annual return | 17.98% | 17.45%+0.5pp | 54.65%-36.7pp | 116.85%-98.9pp |
| Employer contribution / active EE | $3,336 | $1,979+68.5% | $2,731+22.1% | $2,427+37.4% |
| Participant deferral / active EE | $5,319 | $3,888+36.8% | $4,487+18.5% | $4,046+31.5% |
| Admin fee / account holder | $422 | $537-21.4% | $7,964-94.7% | $626-32.6% |