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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 CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $17,972 |
THE ROSE FINANCIAL GROUP LLC5 years Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $5,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,430 | $56,485-44.4% | $185,823-83.1% | $86,799-63.8% |
| Participation rate | 46.8% | 65.5%-18.6pp | 81.7%-34.9pp | 72.3%-25.4pp |
| Annual return | 22.25% | 118.04%-95.8pp | 122.05%-99.8pp | 97.91%-75.7pp |
| Employer contribution / active EE | $2,109 | $1,843+14.4% | $5,167-59.2% | $2,405-12.3% |
| Participant deferral / active EE | $977 | $2,553-61.7% | $5,568-82.5% | $4,131-76.3% |
| Admin fee / account holder | $85 | $150-43.3% | $16,237-99.5% | $170-50.0% |