See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SERVICE, INC. Service code 15 · EIN 06-0874394 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Recordkeeping | $4,111 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $3,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,766 | $73,867-78.7% | $143,757-89.0% | $68,494-77.0% |
| Participation rate | 64.9% | 66.7%-1.8pp | 80.3%-15.4pp | 67.9%-3.0pp |
| Annual return | -17.18% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $758 | $3,184-76.2% | $4,951-84.7% | $2,596-70.8% |
| Participant deferral / active EE | $1,375 | $3,384-59.4% | $5,637-75.6% | $4,027-65.8% |
| Admin fee / account holder | $77 | $5,755-98.7% | $14,673-99.5% | $5,403-98.6% |