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 NATIONAL FINANCIAL CORP Service code 13 · EIN 34-1140070 1300 S. CLINTON ST · FT. WAYNE, IA 46880 | Contract Administrator | $19,349 |
LOREN D. STARK COMPANY1 year Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $2,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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 | $19,291 | $58,726-67.2% | $92,233-79.1% | $62,292-69.0% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 23.29% | 43.62%-20.3pp | 176.28%-153.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,210 | $2,392-49.4% | $3,679-67.1% | $2,042-40.7% |
| Participant deferral / active EE | $2,142 | $2,766-22.5% | $3,897-45.0% | $3,169-32.4% |
| Admin fee / account holder | $144 | $556-74.1% | $5,194-97.2% | $479-69.9% |