Filed July 22, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $462,091 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $123,171 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 13 · EIN 44-0160260 | Contract Administrator | $27,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,991 | $53,136-5.9% | $155,509-67.9% | $199,593-75.0% |
| Participation rate | 74.5% | 64.1%+10.4pp | 78.2%-3.7pp | 72.0%+2.5pp |
| Annual return | 14.63% | 41.15%-26.5pp | 64.67%-50.0pp | 34.25%-19.6pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,420 | $3,161+8.2% | $5,626-39.2% | $5,087-32.8% |
| Admin fee / account holder | $142 | $185-23.2% | $15,912-99.1% | $269-47.0% |