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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $56,864 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE, STE. 150 · THE WOODLANDS, TX 773801140 | Contract Administrator | $5,430 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION STUDIO Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $1,730 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,217 | $60,607-41.9% | $189,557-81.4% | $86,799-59.4% |
| Participation rate | 44.6% | 68.9%-24.2pp | 78.4%-33.8pp | 72.3%-27.6pp |
| Annual return | 11.60% | 65.18%-53.6pp | 64.17%-52.6pp | 97.91%-86.3pp |
| Employer contribution / active EE | $972 | $1,626-40.2% | $4,412-78.0% | $2,405-59.6% |
| Participant deferral / active EE | $1,815 | $3,895-53.4% | $6,174-70.6% | $4,131-56.1% |
| Admin fee / account holder | $317 | $159+99.6% | $9,807-96.8% | $170+86.9% |