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.
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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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $38,532 |
QBI, LLC4+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,796 | $47,977-60.8% | $154,107-87.8% | $56,287-66.6% |
| Participation rate | 58.9% | 66.2%-7.3pp | 83.0%-24.1pp | 69.9%-10.9pp |
| Annual return | -6.43% | 3.54%-10.0pp | 735.12%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $988 | $2,169-54.4% | $5,298-81.3% | $2,111-53.2% |
| Participant deferral / active EE | $2,402 | $2,392+0.4% | $5,081-52.7% | $3,350-28.3% |
| Admin fee / account holder | $239 | $438-45.4% | $13,411-98.2% | $521-54.1% |