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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $245,385 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $100,976 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $17,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,657 | $53,136+78.1% | $155,509-39.1% | $199,593-52.6% |
| Participation rate | 59.6% | 64.1%-4.5pp | 78.2%-18.6pp | 72.0%-12.4pp |
| Annual return | 12.17% | 41.15%-29.0pp | 64.67%-52.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $1,874 | $1,851+1.2% | $4,672-59.9% | $3,034-38.2% |
| Participant deferral / active EE | $3,538 | $3,161+11.9% | $5,626-37.1% | $5,087-30.5% |
| Admin fee / account holder | $141 | $185-23.7% | $15,912-99.1% | $269-47.4% |