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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.
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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $26,041 |
Filed as: ONEASCENT FINANCIAL Service code 27 · EIN 81-5448947 | Advisory (Plan) | $7,408 |
Participant 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 | $24,048 | $59,186-59.4% | $76,768-68.7% | $56,287-57.3% |
| Participation rate | 70.8% | 75.2%-4.4pp | 77.0%-6.2pp | 69.9%+1.0pp |
| Annual return | -4.35% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,412 | $3,255-56.6% | $3,852-63.3% | $3,350-57.9% |
| Admin fee / account holder | $242 | $489-50.4% | $6,675-96.4% | $521-53.5% |