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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $273,245 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $150,454 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,906 | $47,456-22.2% | $172,739-78.6% | $77,787-52.6% |
| Participation rate | 72.2% | 66.3%+5.9pp | 82.6%-10.5pp | 73.2%-1.1pp |
| Annual return | 20.48% | 35.57%-15.1pp | 802.84%-782.4pp | 32.57%-12.1pp |
| Employer contribution / active EE | $1 | $1,574-99.9% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,354 | $2,560-8.0% | $5,198-54.7% | $3,967-40.7% |
| Admin fee / account holder | $109 | $81+35.1% | $13,954-99.2% | $100+9.2% |