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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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $97,958 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $61,513 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $56,325 |
FINKEL WHITEFIELD SELIK2 years Filed as: FINKEL WHITEFIELD FELDMAN Service code 29 · EIN 38-2529039 | Legal | $40,958 |
Service code 14 · EIN 13-2600875 | Plan Administrator | $31,714 |
Service code 10 · EIN 38-2388845 | Accounting | $31,664 |
Filed as: WATKINS, PAWLICK, CALATI & PRIFTI Service code 29 · EIN 83-2893229 | Legal | $5,889 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,978 | $76,774-51.8% | $112,228-67.1% | $77,904-52.5% |
| Participation rate | 74.4% | 80.2%-5.8pp | 75.1%-0.6pp | 73.7%+0.7pp |
| Annual return | -16.89% | -10.25%-6.6pp | 27.45%-44.3pp | 12.21%-29.1pp |
| Employer contribution / active EE | $2,375 | $3,977-40.3% | $3,635-34.6% | $2,848-16.6% |
| Participant deferral / active EE | $753 | $3,778-80.1% | $4,728-84.1% | $4,806-84.3% |
| Admin fee / account holder | $273 | $239+14.1% | $6,410-95.7% | $133+105.7% |