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 CORPORATION9+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FORT WAYNE, IN 468022248 | Contract Administrator | $36,258 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 46-3692968 | Advisory (Participants) | $11,796 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES, LLP Service code 10 · EIN 95-3132551 | Accounting | $11,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,083 | $73,933-41.7% | $96,683-55.4% | $75,163-42.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.15% | 26.70%-11.6pp | 35.69%-20.5pp | 160.62%-145.5pp |
| Employer contribution / active EE | $17,968 | $2,928+513.7% | $3,737+380.8% | $2,670+573.0% |
| Participant deferral / active EE | $3,012 | $3,659-17.7% | $4,878-38.3% | $4,125-27.0% |
| Admin fee / account holder | $586 | $5,216-88.8% | $6,730-91.3% | $5,651-89.6% |