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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 |
|---|---|---|
Service code 27 212 E MARKET ST. · LEESBURG, VA 20176 | Advisory (Plan) | $43,816 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,823 | $102,317-21.0% | $146,958-45.0% | $80,8560% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 11.08% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,041 | $3,713-18.1% | $4,933-38.4% | $2,755+10.4% |
| Participant deferral / active EE | $8,201 | $6,644+23.4% | $8,070+1.6% | $4,296+90.9% |
| Admin fee / account holder | $576 | $7,941-92.7% | $12,998-95.6% | $6,918-91.7% |