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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.
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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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $71,354 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $29,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,325 | $49,915-17.2% | $154,803-73.3% | $74,304-44.4% |
| Participation rate | 91.7% | 54.0%+37.8pp | 78.1%+13.7pp | 60.3%+31.4pp |
| Annual return | 11.24% | 34.06%-22.8pp | 58.88%-47.6pp | 29.43%-18.2pp |
| Employer contribution / active EE | $743 | $1,611-53.9% | $4,305-82.7% | $2,241-66.8% |
| Participant deferral / active EE | $4,954 | $2,255+119.7% | $5,540-10.6% | $3,767+31.5% |
| Admin fee / account holder | $388 | $2,189-82.3% | $14,329-97.3% | $2,969-86.9% |