Filed March 19, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $10,867 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,415 |
EPISCOPAL COMMUNITY SVC1 year Service code 10 · EIN 94-3096716 | Accounting | $7,230 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,231 | $36,916-77.7% | $156,549-94.7% | $57,658-85.7% |
| Participation rate | 92.4% | 63.4%+28.9pp | 84.0%+8.4pp | 70.2%+22.1pp |
| Annual return | 10.64% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $627 | $1,571-60.0% | $5,501-88.6% | $1,974-68.2% |
| Participant deferral / active EE | $1,690 | $1,926-12.2% | $4,871-65.3% | $3,061-44.8% |
| Admin fee / account holder | $47 | $82-42.5% | $13,027-99.6% | $95-49.8% |