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 CORPORATION8 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $122,483 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $33,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,891 | $100,227-40.2% | $169,993-64.8% | $74,419-19.5% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.0%+12.8pp | 70.7%+29.1pp |
| Annual return | 19.32% | 66.08%-46.8pp | 53.37%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,756 | $4,263-35.4% | $6,785-59.4% | $2,637+4.5% |
| Participant deferral / active EE | $5,377 | $7,143-24.7% | $10,408-48.3% | $4,528+18.8% |
| Admin fee / account holder | $217 | $234-7.4% | $12,815-98.3% | $348-37.6% |