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 9-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,748 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $38,857 |
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 | $56,030 | $42,894+30.6% | $60,874-8.0% | $68,494-18.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.44% | -13.98%+0.5pp | 16.90%-30.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $10,541 | $1,978+432.9% | $2,701+290.2% | $2,596+306.0% |
| Participant deferral / active EE | $5,106 | $2,867+78.1% | $3,817+33.8% | $4,027+26.8% |
| Admin fee / account holder | $288 | $3,101-90.7% | $3,224-91.1% | $5,403-94.7% |