See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $255,352 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 10 · EIN 36-4291971 | Accounting | $38,000 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $15,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,496 | $103,641-53.2% | $107,525-54.9% | $102,872-52.9% |
| Participation rate | 92.5% | 79.4%+13.1pp | 75.1%+17.4pp | 73.0%+19.5pp |
| Annual return | 16.70% | 13.08%+3.6pp | 181.32%-164.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $2,544 | $5,096-50.1% | $3,754-32.2% | $3,526-27.9% |
| Participant deferral / active EE | $6,681 | $3,789+76.3% | $5,116+30.6% | $5,535+20.7% |
| Admin fee / account holder | $143 | $276-48.2% | $8,919-98.4% | $292-51.0% |