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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,845 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $16,211 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $13,804 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,966 | $53,777+30.1% | $134,143-47.8% | $79,858-12.4% |
| Participation rate | 72.6% | 58.8%+13.8pp | 72.2%+0.4pp | 69.6%+3.0pp |
| Annual return | 15.65% | 19.01%-3.4pp | 36.33%-20.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,639 | $2,420-32.3% | $3,499-53.2% | $3,740-56.2% |
| Admin fee / account holder | $412 | $3,984-89.7% | $6,684-93.8% | $5,306-92.2% |