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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,372 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $8,137 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,425 |
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 | $64,888 | $37,044+75.2% | $71,796-9.6% | $57,658+12.5% |
| Participation rate | 74.4% | 61.1%+13.2pp | 69.1%+5.2pp | 70.2%+4.1pp |
| Annual return | 7.61% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,372 | $720+229.4% | $1,924+23.3% | $1,974+20.2% |
| Participant deferral / active EE | $3,455 | $1,974+75.0% | $2,794+23.6% | $3,061+12.9% |
| Admin fee / account holder | $73 | $101-27.9% | $4,815-98.5% | $95-23.0% |