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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.
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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 CORPORATION4+ years Service code 13 · EIN 35-1140070 ONE GRANITE PLACE 4S · CONCORD, NH 03301 | Contract Administrator | $9,930 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 5350 77 CENTER DRIVE · CHARLOTTE, NC 46801 | Recordkeeping | $1,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,215 | $55,449-38.3% | $83,848-59.2% | $56,287-39.2% |
| Participation rate | 43.3% | 68.0%-24.8pp | 76.1%-32.9pp | 69.9%-26.6pp |
| Annual return | -5.88% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,249 | $2,935-57.4% | $4,082-69.4% | $3,350-62.7% |
| Admin fee / account holder | $117 | $656-82.1% | $5,478-97.9% | $521-77.5% |