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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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,194 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $2,914 |
SCHUMACHER FINANCIAL SERVICES2+ years Service code 15 · EIN 43-0743199 | Recordkeeping | $1,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,580 | $32,037-57.6% | $69,182-80.4% | $62,891-78.4% |
| Participation rate | 53.7% | 43.4%+10.2pp | 55.1%-1.5pp | 69.3%-15.6pp |
| Annual return | 6.26% | 15.16%-8.9pp | -21.93%+28.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $805 | $1,185-32.1% | $1,897-57.6% | $3,203-74.9% |
| Admin fee / account holder | $179 | $2,608-93.2% | $2,697-93.4% | $4,296-95.8% |