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 9-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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,273 |
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,638 | $60,323-35.9% | $81,812-52.8% | $74,495-48.1% |
| Participation rate | 87.9% | 62.9%+25.1pp | 72.3%+15.6pp | 67.2%+20.7pp |
| Annual return | 30.05% | 16.90%+13.1pp | 773.79%-743.7pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,070 | $3,387-38.9% | $4,319-52.1% | $4,346-52.4% |
| Admin fee / account holder | $11 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |