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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.
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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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,821 |
THE ROSE FINANCIAL GROUP LLC2 years Filed as: THE ROSE FINANCIAL GROUP Service code 15 6602 E 75TH ST STE 200 · INDIANAPOLIS, IN 46250 | Recordkeeping | $3,060 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,715 | $52,953-38.2% | $172,739-81.1% | $65,185-49.8% |
| Participation rate | 78.0% | 66.2%+11.8pp | 82.6%-4.6pp | 70.2%+7.8pp |
| Annual return | 22.62% | 30.12%-7.5pp | 802.84%-780.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $2,961 | $2,190+35.2% | $5,143-42.4% | $2,177+36.0% |
| Participant deferral / active EE | $4,366 | $2,471+76.7% | $5,198-16.0% | $3,514+24.3% |
| Admin fee / account holder | $104 | $472-78.0% | $13,954-99.3% | $847-87.7% |