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 9-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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $111,834 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $21,675 |
401K SAFE1 year Service code 31 · EIN 30-0753428 | Named fiduciary | $8,478 |
Filed as: LATTIMORE BLACK MORGAN Service code 27 · EIN 62-1199757 | Advisory (Plan) | $5,000 |
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 | $35,144 | $40,174-12.5% | $84,015-58.2% | $67,579-48.0% |
| Participation rate | 81.3% | 62.7%+18.7pp | 69.0%+12.3pp | 71.3%+10.1pp |
| Annual return | 21.00% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,932 | $808+139.3% | $1,983-2.6% | $2,148-10.0% |
| Participant deferral / active EE | $3,835 | $2,301+66.7% | $3,239+18.4% | $3,539+8.4% |
| Admin fee / account holder | $271 | $128+111.2% | $6,101-95.6% | $142+90.5% |