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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $237,467 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $44,135 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $40,510 |
Service code 14 · EIN 13-2600875 | Plan Administrator | $31,352 |
FINKEL WHITEFIELD SELIK5+ years Service code 29 · EIN 38-2529039 | Legal | $22,920 |
Service code 10 · EIN 38-2388845 | Accounting | $17,250 |
O'SULLIVAN ASSOCIATES2 years Filed as: SULLIVAN WARD ASHER PATTON Service code 29 · EIN 38-1880608 | Legal | $12,447 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,440 | $66,051-41.8% | $92,893-58.6% | $77,787-50.6% |
| Participation rate | 77.0% | 81.0%-3.9pp | 76.0%+1.0pp | 73.2%+3.8pp |
| Annual return | 20.89% | 20.69%+0.2pp | 109.41%-88.5pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,776 | $3,426-48.2% | $3,653-51.4% | $2,504-29.1% |
| Participant deferral / active EE | $1,080 | $3,013-64.1% | $4,236-74.5% | $3,967-72.8% |
| Admin fee / account holder | $417 | $148+182.1% | $5,794-92.8% | $100+316.8% |