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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 CORPORATION6+ years Service code 13 · EIN 35-1140070 ONE GRANITE PLACE 4S · CONCORD, NH 03301 | Contract Administrator | $8,633 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 5350 77 CENTER DRIVE · CHARLOTTE, NC 46801 | Recordkeeping | $1,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,473 | $69,362-37.3% | $101,248-57.1% | $73,488-40.8% |
| Participation rate | 45.4% | 68.4%-23.0pp | 75.8%-30.5pp | 70.7%-25.3pp |
| Annual return | 13.14% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,757 | $3,300-46.8% | $4,370-59.8% | $3,740-53.0% |
| Admin fee / account holder | $100 | $704-85.8% | $5,945-98.3% | $513-80.6% |