See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $82,421 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $73,375 |
NEPC, LLC9 years Service code 17 · EIN 26-1429809 | Pension Consulting | $73,200 |
BENESYS, INC.1 year Filed as: BENESYS Service code 12 · EIN 38-2383171 | Plan Administrator; Claims processing... | $52,430 |
STEFANSKY, HOLLOWAY & NICHOLS, INC.10+ years Service code 10 · EIN 38-2388845 | Accounting | $30,933 |
ASHER KELLY2 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HWY · SOUTHFIELD, MI 48075 | Legal | $21,193 |
Service code 29 · EIN 38-2590458 | Legal | $19,357 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $5,056 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,014 | $241,101-79.7% | $103,333-52.6% | $199,593-75.4% |
| Participation rate | 76.8% | 78.3%-1.5pp | 74.5%+2.3pp | 72.0%+4.8pp |
| Annual return | 12.97% | 17.80%-4.8pp | 24.88%-11.9pp | 34.25%-21.3pp |
| Employer contribution / active EE | $2,753 | $4,244-35.1% | $3,868-28.8% | $3,034-9.3% |
| Participant deferral / active EE | $723 | $3,958-81.7% | $5,057-85.7% | $5,087-85.8% |
| Admin fee / account holder | $266 | $288-7.4% | $8,355-96.8% | $269-0.9% |