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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $44,024 |
Service code 14 · EIN 45-4369278 15245 SHADY GROVE ROAD · ROCKVILLE, MD 20850 | Plan Administrator | $7,537 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,244 | $98,982+151.8% | $162,163+53.7% | $65,185+282.4% |
| Participation rate | 86.9% | 85.8%+1.1pp | 87.6%-0.7pp | 70.2%+16.7pp |
| Annual return | 22.36% | 24.84%-2.5pp | 115.59%-93.2pp | 29.38%-7.0pp |
| Employer contribution / active EE | $2,859 | $3,467-17.5% | $5,614-49.1% | $2,177+31.4% |
| Participant deferral / active EE | $10,916 | $5,384+102.7% | $7,298+49.6% | $3,514+210.7% |
| Admin fee / account holder | $310 | $596-48.0% | $10,843-97.1% | $847-63.4% |