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.
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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 CORPORATION8 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,726 |
3G RETIREMENT SERVICES, LLC2 years Filed as: 3G RETIREMENT SERVICES LLC Service code 99 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Other Fees | $4,212 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,654 | $52,406-24.3% | $129,207-69.3% | $74,495-46.8% |
| Participation rate | 77.0% | 53.8%+23.2pp | 69.6%+7.4pp | 67.2%+9.8pp |
| Annual return | 12.92% | 15.66%-2.7pp | 9417.33%-9404.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,686 | $1,531+10.2% | $4,153-59.4% | $2,623-35.7% |
| Participant deferral / active EE | $1,833 | $2,794-34.4% | $4,168-56.0% | $4,346-57.8% |
| Admin fee / account holder | $303 | $2,633-88.5% | $7,715-96.1% | $1,942-84.4% |