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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $30,680 |
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $27,459 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 338 S SHARON AMITY RD · CHARLOTTE, NC 28211 | Accounting | $5,500 |
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 | $33,683 | $62,928-46.5% | $172,739-80.5% | $67,579-50.2% |
| Participation rate | 79.6% | 64.5%+15.1pp | 82.6%-3.1pp | 71.3%+8.3pp |
| Annual return | 16.29% | 30.36%-14.1pp | 802.84%-786.6pp | 378.56%-362.3pp |
| Employer contribution / active EE | $325 | $1,636-80.2% | $5,143-93.7% | $2,148-84.9% |
| Participant deferral / active EE | $1,852 | $2,145-13.6% | $5,198-64.4% | $3,539-47.7% |
| Admin fee / account holder | $198 | $167+18.6% | $13,954-98.6% | $142+38.9% |