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 35-1140070 | Contract Administrator | $196,614 |
NEPC, LLC5+ years Service code 16 · EIN 26-1429809 | Consulting | $31,492 |
CARON & BLETZER, PLLC3 years Filed as: CARSON & BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $10,675 |
MORNINGSTAR2 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,093 |
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 | $42,958 | $47,456-9.5% | $172,739-75.1% | $77,787-44.8% |
| Participation rate | 78.1% | 66.3%+11.8pp | 82.6%-4.6pp | 73.2%+4.9pp |
| Annual return | 25.53% | 35.57%-10.0pp | 802.84%-777.3pp | 32.57%-7.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,105 | $2,560+21.3% | $5,198-40.3% | $3,967-21.7% |
| Admin fee / account holder | $98 | $81+20.7% | $13,954-99.3% | $100-2.5% |