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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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,467 |
SYM FINANCIAL CORPORATION7+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $22,241 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $24,850 | $61,156-59.4% | $185,823-86.6% | $79,386-68.7% |
| Participation rate | 98.7% | 66.6%+32.1pp | 81.7%+17.0pp | 70.7%+28.0pp |
| Annual return | 12.81% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $907 | $2,321-60.9% | $5,167-82.5% | $2,427-62.7% |
| Participant deferral / active EE | $2,773 | $2,789-0.6% | $5,568-50.2% | $4,046-31.5% |
| Admin fee / account holder | $363 | $710-48.8% | $16,237-97.8% | $626-42.0% |