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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $274,701 |
HANYS BENEFIT SERVICES7 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $123,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,580 | $53,136+61.1% | $155,509-45.0% | $199,593-57.1% |
| Participation rate | 50.3% | 64.1%-13.8pp | 78.2%-27.9pp | 72.0%-21.7pp |
| Annual return | 17.53% | 41.15%-23.6pp | 64.67%-47.1pp | 34.25%-16.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,372 | $3,161+38.3% | $5,626-22.3% | $5,087-14.1% |
| Admin fee / account holder | $105 | $185-43.2% | $15,912-99.3% | $269-60.8% |