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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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,053 |
TPA CORPORATION5 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 | Recordkeeping | $5,399 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,575 | $130,194+11.0% | $169,993-15.0% | $71,457+102.3% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.0%+10.4pp | 67.9%+29.5pp |
| Annual return | 3.91% | 20.37%-16.5pp | 53.37%-49.5pp | 28.85%-24.9pp |
| Employer contribution / active EE | $5,301 | $4,381+21.0% | $6,785-21.9% | $2,588+104.9% |
| Participant deferral / active EE | $5,626 | $6,923-18.7% | $10,408-45.9% | $4,289+31.2% |
| Admin fee / account holder | $137 | $966-85.8% | $12,815-98.9% | $1,587-91.3% |