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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL CORPORATION Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FT. WAYNE, IN 46802 | Contract Administrator | $140,498 |
ERISA SPECIALIST1 year Service code 15 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950 | Recordkeeping | $19,858 |
401K SAFE4 years Service code 31 · EIN 30-0753428 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $17,916 |
STEVENS DOWD & COMPANY3 years Filed as: STEVENS DOWD & CO. Service code 15 · EIN 81-4671785 DBA BENEFIT PROFESSIONALS, INC. · JACKSON, MS 39232 | Recordkeeping | $10,566 |
401K SAFE2 years Filed as: 401K SAFE, LLC Service code 31 · EIN 83-0824803 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Named fiduciary | $8,500 |
BENEFIT PROFESSIONALS, INC.2 years Service code 15 · EIN 90-1118690 629 EAST LAKELAND DRIVE, SUITE A · JACKSON, MS 39232 | Recordkeeping | $3,474 |
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 | $31,673 | $42,353-25.2% | $79,550-60.2% | $64,808-51.1% |
| Participation rate | 93.9% | 64.8%+29.1pp | 69.5%+24.4pp | 71.5%+22.4pp |
| Annual return | -14.08% | -12.24%-1.8pp | 0.16%-14.2pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,637 | $1,181+123.4% | $2,413+9.3% | $2,506+5.2% |
| Participant deferral / active EE | $5,711 | $3,170+80.1% | $3,985+43.3% | $4,310+32.5% |
| Admin fee / account holder | $262 | $160+64.0% | $6,832-96.2% | $188+39.4% |