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 | Contract Administrator | $36,000 |
Filed as: NORTHWESTERN WISCONSIN ASSOC Service code 15 · EIN 39-1444845 | Recordkeeping | $6,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,715 | $54,590+35.0% | $81,930-10.0% | $73,488+0.3% |
| Participation rate | 74.1% | 68.3%+5.8pp | 72.0%+2.1pp | 70.7%+3.4pp |
| Annual return | 13.03% | 17.74%-4.7pp | 29.49%-16.5pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,499 | $1,636-8.4% | $4,310-65.2% | $2,270-34.0% |
| Participant deferral / active EE | $2,851 | $2,759+3.4% | $7,107-59.9% | $3,740-23.8% |
| Admin fee / account holder | $349 | $592-41.0% | $5,158-93.2% | $513-32.0% |