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 CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $76,919 |
GORRELICK, TIEVY & ABACUS2 years Service code 14 · EIN 45-4369278 15245 SHADY GROVE ROAD · ROCKVILLE, MD 20850 | Plan Administrator | $14,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $300,052 | $136,307+120.1% | $177,821+68.7% | $73,488+308.3% |
| Participation rate | 79.3% | 86.1%-6.8pp | 87.7%-8.4pp | 70.7%+8.6pp |
| Annual return | 20.17% | 18.68%+1.5pp | 48.32%-28.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $2,588 | $3,712-30.3% | $5,918-56.3% | $2,270+14.0% |
| Participant deferral / active EE | $11,359 | $5,829+94.9% | $7,714+47.2% | $3,740+203.7% |
| Admin fee / account holder | $523 | $596-12.2% | $12,427-95.8% | $513+2.0% |