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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,972 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $27,548 |
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 | $16,721 | $50,982-67.2% | $154,803-89.2% | $85,563-80.5% |
| Participation rate | 96.0% | 59.8%+36.2pp | 78.1%+18.0pp | 66.0%+30.1pp |
| Annual return | 12.69% | 30.35%-17.7pp | 58.88%-46.2pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,923 | $1,708+12.6% | $4,305-55.3% | $2,654-27.5% |
| Participant deferral / active EE | $1,682 | $2,474-32.0% | $5,540-69.6% | $4,375-61.6% |
| Admin fee / account holder | $127 | $846-84.9% | $14,329-99.1% | $834-84.7% |