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 | $278,246 |
HANYS BENEFIT SERVICES5 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $120,168 |
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).
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 | $66,470 | $45,000+47.7% | $143,757-53.8% | $77,904-14.7% |
| Participation rate | 52.4% | 66.8%-14.4pp | 80.3%-27.9pp | 73.7%-21.3pp |
| Annual return | -15.91% | 29.03%-44.9pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,151 | $3,157+31.5% | $5,637-26.4% | $4,806-13.6% |
| Admin fee / account holder | $132 | $98+34.0% | $14,673-99.1% | $133-0.5% |