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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.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,566 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $22,335 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $19,042 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,879 | $52,406+79.1% | $129,207-27.3% | $74,495+26.0% |
| Participation rate | 51.3% | 53.8%-2.5pp | 69.6%-18.3pp | 67.2%-15.9pp |
| Annual return | 13.85% | 15.66%-1.8pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $918 | $1,531-40.0% | $4,153-77.9% | $2,623-65.0% |
| Participant deferral / active EE | $1,535 | $2,794-45.1% | $4,168-63.2% | $4,346-64.7% |
| Admin fee / account holder | $583 | $2,633-77.9% | $7,715-92.4% | $1,942-70.0% |