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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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Other services; Participant loan proc... | $45,245 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $6,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,011 | $80,724+66.0% | $103,333+29.7% | $74,495+79.9% |
| Participation rate | 35.6% | 65.7%-30.1pp | 74.5%-38.9pp | 67.2%-31.6pp |
| Annual return | 9.88% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $232 | $3,157-92.7% | $3,868-94.0% | $2,623-91.2% |
| Participant deferral / active EE | $2,629 | $3,860-31.9% | $5,057-48.0% | $4,346-39.5% |
| Admin fee / account holder | $867 | $2,368-63.4% | $8,355-89.6% | $1,942-55.3% |