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 |
|---|---|---|
Filed as: KESTRA ADVISORS Service code 27 · EIN 35-2552359 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211 | Advisory (Plan) | $29,367 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $28,216 |
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 | $38,452 | $52,293-26.5% | $178,490-78.5% | $73,409-47.6% |
| Participation rate | 81.4% | 65.3%+16.0pp | 81.9%-0.5pp | 72.2%+9.2pp |
| Annual return | 11.85% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $366 | $1,735-78.9% | $5,011-92.7% | $2,234-83.6% |
| Participant deferral / active EE | $1,881 | $2,332-19.3% | $5,202-63.8% | $3,805-50.6% |
| Admin fee / account holder | $203 | $127+59.3% | $13,984-98.5% | $158+28.5% |