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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 CORPORATION1+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,785 |
AVINTUS1+ years Service code 15 · EIN 04-3682160 113 SEABOARD LANE SUITE B150 · FRANKLIN, TN 37067 | Recordkeeping | $775 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,103 | $46,360-54.5% | $147,614-85.7% | $52,331-59.7% |
| Participation rate | 59.1% | 64.9%-5.8pp | 84.6%-25.5pp | 68.1%-9.0pp |
| Annual return | -1.87% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.4pp |
| Employer contribution / active EE | $155 | $2,126-92.7% | $5,564-97.2% | $1,882-91.8% |
| Participant deferral / active EE | $1,546 | $2,258-31.5% | $4,895-68.4% | $3,022-48.9% |
| Admin fee / account holder | $238 | $766-69.0% | $11,611-98.0% | $592-59.8% |