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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $88,418 |
BLACKBURN FINANCIAL1 year Service code 16 · EIN 45-3699214 | Consulting | $24,525 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $12,570 |
401K SAFE1 year Service code 15 · EIN 30-0753428 | Recordkeeping | $3,624 |
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 | $42,889 | $62,928-31.8% | $172,739-75.2% | $67,579-36.5% |
| Participation rate | 99.4% | 64.5%+34.9pp | 82.6%+16.7pp | 71.3%+28.1pp |
| Annual return | 23.05% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,312 | $1,636+41.3% | $5,143-55.0% | $2,148+7.7% |
| Participant deferral / active EE | $3,904 | $2,145+82.0% | $5,198-24.9% | $3,539+10.3% |
| Admin fee / account holder | $206 | $167+23.9% | $13,954-98.5% | $142+45.1% |