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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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,862 |
RETIREWELL ADMINISTRATORS4 years Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 1002 LINCOLN DR W SUITE H · MARLTON, NJ 08053 | Recordkeeping | $1,000 |
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 | $31,871 | $82,664-61.4% | $125,339-74.6% | $68,494-53.5% |
| Participation rate | 94.4% | 75.0%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,324 | $3,381-60.8% | $4,814-72.5% | $2,596-49.0% |
| Participant deferral / active EE | $5,482 | $6,110-10.3% | $7,446-26.4% | $4,027+36.1% |
| Admin fee / account holder | $188 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |