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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $93,997 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES,LLC Service code 27 · EIN 26-3237576 | Advisory (Plan) | $21,245 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,673 | $37,196-49.8% | $154,107-87.9% | $55,725-66.5% |
| Participation rate | 73.0% | 64.1%+8.9pp | 83.0%-10.1pp | 70.9%+2.1pp |
| Annual return | -5.99% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $412 | $1,614-74.4% | $5,298-92.2% | $2,078-80.2% |
| Participant deferral / active EE | $2,628 | $2,068+27.1% | $5,081-48.3% | $3,356-21.7% |
| Admin fee / account holder | $271 | $102+166.3% | $13,411-98.0% | $115+134.9% |