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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,989 |
TPA CORPORATION5 years Filed as: TPA TIME OF FEE WITHDRAWAL Service code 15 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Recordkeeping | $2,255 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,396 | $54,517-7.6% | $75,972-33.7% | $74,495-32.3% |
| Participation rate | 41.3% | 60.3%-19.1pp | 69.1%-27.8pp | 67.2%-26.0pp |
| Annual return | 13.67% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,204 | $1,777+24.0% | $2,685-17.9% | $2,623-16.0% |
| Participant deferral / active EE | $2,284 | $3,066-25.5% | $4,255-46.3% | $4,346-47.4% |
| Admin fee / account holder | $274 | $2,229-87.7% | $6,467-95.8% | $1,942-85.9% |