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 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $11,626 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $5,433 |
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 15 4520 COOPER ROAD · CINCINNATI, OH 452425689 | Recordkeeping | $1,048 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKET Service code 26 449 EASTON WAY · COLUMBUS, OH 43219 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,640 | $47,848-27.6% | $81,478-57.5% | $70,131-50.6% |
| Participation rate | 29.1% | 58.3%-29.2pp | 68.0%-38.9pp | 69.5%-40.5pp |
| Annual return | 14.56% | 27.25%-12.7pp | 38.78%-24.2pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,145 | $2,453-53.3% | $3,537-67.6% | $3,332-65.6% |
| Admin fee / account holder | $431 | $3,145-86.3% | $4,561-90.5% | $4,645-90.7% |