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 Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $19,189 |
STANDARD RETIREMENT SERVICES4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,977 |
STANCORP FINANCIAL GROUP1 year Service code 19 | Securities Custodian | $1,775 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,913 | $43,504-70.3% | $68,793-81.2% | $56,287-77.1% |
| Participation rate | 81.2% | 67.8%+13.4pp | 72.2%+9.0pp | 69.9%+11.4pp |
| Annual return | -6.05% | -3.15%-2.9pp | -4.63%-1.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,147 | $1,525-24.8% | $2,625-56.3% | $2,111-45.7% |
| Participant deferral / active EE | $1,782 | $2,509-29.0% | $3,311-46.2% | $3,350-46.8% |
| Admin fee / account holder | $174 | $515-66.2% | $5,131-96.6% | $521-66.6% |