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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $134,880 |
Filed as: JOHN HANCOCK RETIRMEENT PLAN SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $2,379 |
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 | $45,731 | $65,592-30.3% | $90,160-49.3% | $69,631-34.3% |
| Participation rate | 95.4% | 77.6%+17.8pp | 76.9%+18.5pp | 70.7%+24.7pp |
| Annual return | 18.57% | 57.10%-38.5pp | 34.88%-16.3pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,040 | $2,193-52.6% | $3,318-68.7% | $2,032-48.8% |
| Participant deferral / active EE | $3,377 | $5,257-35.8% | $5,288-36.1% | $3,224+4.8% |
| Admin fee / account holder | $150 | $86+75.2% | $5,943-97.5% | $110+35.9% |