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 | $51,088 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $21,752 |
Filed as: WILSHIRE ADVISORS LLC 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 | $60,889 | $65,435-6.9% | $86,677-29.8% | $66,914-9.0% |
| Participation rate | 97.9% | 75.5%+22.4pp | 76.6%+21.3pp | 69.8%+28.1pp |
| Annual return | -17.11% | -10.89%-6.2pp | 35.91%-53.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,774 | $2,153+28.8% | $2,836-2.2% | $2,544+9.0% |
| Participant deferral / active EE | $5,567 | $4,100+35.8% | $4,656+19.6% | $4,237+31.4% |
| Admin fee / account holder | $314 | $642-51.1% | $7,493-95.8% | $593-47.1% |