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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $113,624 |
MMA SECURITIES LLC2 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $22,169 |
RSM US LLP2 years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $11,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,704 | $52,293-45.1% | $178,490-83.9% | $73,409-60.9% |
| Participation rate | 79.7% | 65.3%+14.4pp | 81.9%-2.2pp | 72.2%+7.6pp |
| Annual return | 11.87% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $450 | $1,735-74.1% | $5,011-91.0% | $2,234-79.9% |
| Participant deferral / active EE | $3,179 | $2,332+36.3% | $5,202-38.9% | $3,805-16.5% |
| Admin fee / account holder | $404 | $127+217.0% | $13,984-97.1% | $158+155.7% |