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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,972 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $3,622 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD Service code 27 271 17TH STREET NW, SUITE 1600 · ATLANTA, GA 30363 | Advisory (Plan) | $1,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,828 | $64,909-67.9% | $82,313-74.7% | $62,292-66.6% |
| Participation rate | 68.8% | 74.9%-6.1pp | 76.9%-8.1pp | 69.5%-0.7pp |
| Annual return | 14.63% | 21.18%-6.6pp | 25.88%-11.2pp | 28.90%-14.3pp |
| Employer contribution / active EE | $338 | $1,676-79.8% | $2,428-86.1% | $2,042-83.4% |
| Participant deferral / active EE | $1,770 | $3,103-43.0% | $3,706-52.2% | $3,169-44.2% |
| Admin fee / account holder | $140 | $440-68.2% | $5,608-97.5% | $479-70.8% |