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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 | $49,547 |
Filed as: NORTHWESTERN WISCONSIN ASSOC Service code 15 · EIN 39-1444845 | Recordkeeping | $8,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,892 | $62,127+39.9% | $81,382+6.8% | $74,495+16.6% |
| Participation rate | 79.5% | 64.0%+15.4pp | 69.5%+10.0pp | 67.2%+12.3pp |
| Annual return | 13.58% | 16.48%-2.9pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,168 | $1,882+15.2% | $2,463-12.0% | $2,623-17.4% |
| Participant deferral / active EE | $4,144 | $3,229+28.3% | $3,883+6.7% | $4,346-4.7% |
| Admin fee / account holder | $390 | $1,934-79.8% | $5,768-93.2% | $1,942-79.9% |