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 10-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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,926 |
THE BANK OF NEW YORK MELLON6 years Filed as: PERSHING, YOAKLEY & ASSOCIATES, PC Service code 10 · EIN 62-1517792 | Accounting | $22,300 |
GAVION, LLC1 year Service code 27 · EIN 46-2642087 | Advisory (Plan) | $6,125 |
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 | $109,815 | $61,156+79.6% | $185,823-40.9% | $79,386+38.3% |
| Participation rate | 73.8% | 66.6%+7.2pp | 81.7%-7.9pp | 70.7%+3.1pp |
| Annual return | 14.81% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $4,340 | $2,321+87.0% | $5,167-16.0% | $2,427+78.8% |
| Participant deferral / active EE | $7,847 | $2,789+181.4% | $5,568+40.9% | $4,046+94.0% |
| Admin fee / account holder | $298 | $710-58.0% | $16,237-98.2% | $626-52.4% |