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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,244 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $11,908 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,572 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,059 | $72,066-70.8% | $81,930-74.3% | $90,288-76.7% |
| Participation rate | 95.7% | 78.9%+16.8pp | 72.0%+23.7pp | 73.4%+22.3pp |
| Annual return | 15.54% | 15.92%-0.4pp | 29.49%-13.9pp | 53.97%-38.4pp |
| Employer contribution / active EE | $510 | $2,335-78.2% | $4,310-88.2% | $2,524-79.8% |
| Participant deferral / active EE | $2,606 | $3,557-26.7% | $7,107-63.3% | $4,232-38.4% |
| Admin fee / account holder | $63 | $92-31.9% | $5,158-98.8% | $114-44.8% |