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 CORPORATION4 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $8,467 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 15 · EIN 91-0819688 | Recordkeeping | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,324 | $65,435-27.7% | $86,677-45.4% | $66,914-29.3% |
| Participation rate | 54.2% | 75.5%-21.3pp | 76.6%-22.4pp | 69.8%-15.6pp |
| Annual return | -18.59% | -10.89%-7.7pp | 35.91%-54.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,774 | $2,153+28.8% | $2,836-2.2% | $2,544+9.0% |
| Participant deferral / active EE | $6,408 | $4,100+56.3% | $4,656+37.6% | $4,237+51.2% |
| Admin fee / account holder | $97 | $642-84.9% | $7,493-98.7% | $593-83.7% |