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 CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $33,594 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 15 · EIN 39-1816008 47 PARK PL STE 850 · APPLETON, WI 54914 | Recordkeeping | $5,683 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,474 | $52,580+45.4% | $71,671+6.7% | $70,131+9.0% |
| Participation rate | 80.0% | 60.9%+19.1pp | 68.7%+11.3pp | 69.5%+10.5pp |
| Annual return | 12.74% | 20.25%-7.5pp | 20.65%-7.9pp | 73.14%-60.4pp |
| Employer contribution / active EE | $493 | $1,616-69.5% | $2,460-80.0% | $2,342-79.0% |
| Participant deferral / active EE | $4,451 | $2,386+86.5% | $3,438+29.5% | $3,332+33.6% |
| Admin fee / account holder | $376 | $3,653-89.7% | $5,558-93.2% | $4,645-91.9% |