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.
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 | $41,263 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $17,664 |
Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 | Contract Administrator | $8,308 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $525 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $0 |
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.)
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 | $51,116 | $45,602+12.1% | $117,472-56.5% | $66,914-23.6% |
| Participation rate | 65.6% | 57.6%+8.0pp | 70.6%-5.0pp | 69.8%-4.2pp |
| Annual return | -15.48% | -16.74%+1.3pp | 29.74%-45.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $653 | $1,579-58.6% | $4,176-84.4% | $2,544-74.3% |
| Participant deferral / active EE | $1,315 | $2,845-53.8% | $4,070-67.7% | $4,237-69.0% |
| Admin fee / account holder | $367 | $661-44.4% | $5,645-93.5% | $593-38.1% |