Filed September 17, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 | Other Commissions | $23,063 |
ABIP, P.C.2+ years Filed as: ABIP PC Service code 10 · EIN 76-0689865 | Accounting | $8,450 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,215 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITUES Service code 55 1 GRANITE PLACE · CONCORD, NH 03301 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,481 | $66,180-4.1% | $118,746-46.5% | $62,292+1.9% |
| Participation rate | 99.3% | 71.3%+28.0pp | 78.3%+21.1pp | 69.5%+29.8pp |
| Annual return | 11.92% | 60.89%-49.0pp | 24.54%-12.6pp | 28.90%-17.0pp |
| Employer contribution / active EE | $2,513 | $3,183-21.1% | $4,193-40.1% | $2,042+23.0% |
| Participant deferral / active EE | $6,769 | $4,247+59.4% | $5,332+26.9% | $3,169+113.6% |
| Admin fee / account holder | $22 | $753-97.1% | $10,720-99.8% | $479-95.4% |