Filed December 22, 2025 (most recent of 5 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $287,722 |
HIGHLAND CONSULTING ASSOCIATES5+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $71,914 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $23,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,307 | $47,456+43.9% | $172,739-60.5% | $77,787-12.2% |
| Participation rate | 62.2% | 66.3%-4.1pp | 82.6%-20.5pp | 73.2%-11.0pp |
| Annual return | 19.19% | 35.57%-16.4pp | 802.84%-783.6pp | 32.57%-13.4pp |
| Employer contribution / active EE | $1,647 | $1,574+4.6% | $5,143-68.0% | $2,504-34.3% |
| Participant deferral / active EE | $2,813 | $2,560+9.9% | $5,198-45.9% | $3,967-29.1% |
| Admin fee / account holder | $168 | $81+107.6% | $13,954-98.8% | $100+67.7% |