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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 27 · EIN 04-3754674 | Advisory (Plan) | $26,655 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,059 |
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 | $43,698 | $37,117+17.7% | $147,614-70.4% | $55,191-20.8% |
| Participation rate | 80.6% | 63.6%+16.9pp | 84.6%-4.1pp | 69.2%+11.4pp |
| Annual return | 1.40% | 3.44%-2.0pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,496 | $1,985-24.7% | $4,895-69.4% | $3,046-50.9% |
| Admin fee / account holder | $215 | $86+151.2% | $11,611-98.1% | $91+136.7% |