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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 35-1140070 | Contract Administrator | $30,520 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $16,367 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,094 | $80,968-7.3% | $96,544-22.2% | $75,163-0.1% |
| Participation rate | 75.9% | 71.8%+4.1pp | 76.0%-0.1pp | 67.2%+8.7pp |
| Annual return | 13.83% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $2,965-76.1% | $2,670-73.4% |
| Participant deferral / active EE | $7,392 | $3,928+88.2% | $4,851+52.4% | $4,125+79.2% |
| Admin fee / account holder | $422 | $6,724-93.7% | $8,252-94.9% | $5,651-92.5% |