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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.
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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 | $36,117 |
QBI, LLC3+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $4,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,775 | $55,453-62.5% | $170,442-87.8% | $62,292-66.6% |
| Participation rate | 65.9% | 66.4%-0.4pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 12.51% | 21.38%-8.9pp | 205.93%-193.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $986 | $2,164-54.4% | $5,433-81.9% | $2,042-51.7% |
| Participant deferral / active EE | $2,470 | $2,303+7.3% | $4,939-50.0% | $3,169-22.1% |
| Admin fee / account holder | $256 | $455-43.8% | $13,880-98.2% | $479-46.6% |