See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 CORPORATION10+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $200,424 |
Filed as: PENNSYLVANIA PENSION PLANNERS Service code 15 · EIN 45-2712335 2090 LINGLESTOWN ROAD SUITE 201 · HARRISBURG, PA 17110 | Recordkeeping | $53,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,981 | $106,028+49.9% | $146,958+8.2% | $77,643+104.8% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 16.58% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $6,363 | $4,063+56.6% | $4,933+29.0% | $2,726+133.4% |
| Participant deferral / active EE | $13,271 | $7,990+66.1% | $8,070+64.5% | $4,647+185.6% |
| Admin fee / account holder | $330 | $337-2.3% | $12,998-97.5% | $430-23.4% |