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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $96,023 |
BLACKBURN FINANCIAL2 years Service code 16 · EIN 45-3699214 | Consulting | $38,059 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $7,603 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $6,065 |
401K SAFE2 years Service code 15 · EIN 30-0753428 | Recordkeeping | $3,191 |
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 | $54,902 | $52,293+5.0% | $178,490-69.2% | $73,409-25.2% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.3pp |
| Annual return | 16.69% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $2,208 | $1,735+27.3% | $5,011-55.9% | $2,234-1.1% |
| Participant deferral / active EE | $3,960 | $2,332+69.8% | $5,202-23.9% | $3,805+4.1% |
| Admin fee / account holder | $234 | $127+83.6% | $13,984-98.3% | $158+48.1% |