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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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,110 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $12,852 |
Service code 27 | Advisory (Plan) | $9,904 |
TPA CORPORATION7 years Filed as: TPA AT TIME OF FEE WITHDRAWAL Service code 15 | Recordkeeping | $3,640 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,995 | $132,049+35.6% | $200,582-10.8% | $74,304+140.9% |
| Participation rate | 80.4% | 84.1%-3.7pp | 86.9%-6.5pp | 60.3%+20.0pp |
| Annual return | 13.67% | 22.22%-8.5pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,113 | $4,558+34.1% | $6,419-4.8% | $2,241+172.8% |
| Participant deferral / active EE | $5,962 | $7,213-17.3% | $9,331-36.1% | $3,767+58.3% |
| Admin fee / account holder | $232 | $2,405-90.4% | $16,305-98.6% | $2,969-92.2% |