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 35-1140070 1300 S. CLINTON ROAD · FORT WAYNE, IN 468012248 | Contract Administrator | $13,410 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $1,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,940 | $58,264-50.3% | $86,612-66.6% | $71,457-59.5% |
| Participation rate | 55.0% | 65.0%-10.0pp | 71.7%-16.7pp | 67.9%-12.9pp |
| Annual return | 14.39% | 21.63%-7.2pp | 591.07%-576.7pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,268 | $2,574-50.7% | $3,022-58.0% | $2,588-51.0% |
| Participant deferral / active EE | $2,075 | $3,436-39.6% | $4,438-53.2% | $4,289-51.6% |
| Admin fee / account holder | $123 | $1,057-88.4% | $5,614-97.8% | $1,587-92.3% |