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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $21,859 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $7,990 |
QBI, LLC5+ years Service code 13 · EIN 26-2768667 | Contract Administrator | $7,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,730 | $52,953-59.0% | $172,739-87.4% | $65,185-66.7% |
| Participation rate | 54.6% | 66.2%-11.6pp | 82.6%-28.0pp | 70.2%-15.6pp |
| Annual return | 16.94% | 30.12%-13.2pp | 802.84%-785.9pp | 29.38%-12.4pp |
| Employer contribution / active EE | $1,082 | $2,190-50.6% | $5,143-79.0% | $2,177-50.3% |
| Participant deferral / active EE | $2,392 | $2,471-3.2% | $5,198-54.0% | $3,514-31.9% |
| Admin fee / account holder | $126 | $472-73.3% | $13,954-99.1% | $847-85.1% |