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 35-1140070 | Contract Administrator | $237,554 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $77,833 |
Filed as: PINNACLE FINANCIAL SERVCES, INC Service code 15 · EIN 59-2438373 | Recordkeeping | $24,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,839 | $31,370+17.4% | $74,583-50.6% | $63,975-42.4% |
| Participation rate | 46.7% | 42.6%+4.1pp | 68.1%-21.5pp | 71.1%-24.5pp |
| Annual return | 10.91% | -105.16%+116.1pp | 20.47%-9.6pp | 48.65%-37.7pp |
| Employer contribution / active EE | $1,483 | $822+80.4% | $2,525-41.3% | $2,182-32.0% |
| Participant deferral / active EE | $2,485 | $1,560+59.3% | $3,458-28.1% | $3,356-26.0% |
| Admin fee / account holder | $280 | $77+264.2% | $4,138-93.2% | $70+297.1% |