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 Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-0472300 | Contract Administrator | $18,535 |
PENSION ASSURANCE LLP1 year Filed as: PENSION RESOURCES, INC. Service code 15 · EIN 25-1778680 2000 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Recordkeeping | $7,038 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,163 | $63,299-68.1% | $91,001-77.8% | $62,292-67.6% |
| Participation rate | 85.4% | 73.3%+12.1pp | 75.6%+9.8pp | 69.5%+15.9pp |
| Annual return | 12.59% | 20.99%-8.4pp | 4.60%+8.0pp | 28.90%-16.3pp |
| Employer contribution / active EE | $816 | $1,807-54.8% | $2,456-66.8% | $2,042-60.0% |
| Participant deferral / active EE | $2,156 | $2,943-26.7% | $3,547-39.2% | $3,169-32.0% |
| Admin fee / account holder | $150 | $468-67.8% | $5,417-97.2% | $479-68.6% |