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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,194 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $57,890 |
3(16) FIDUCIARY SERVICES CORP5+ years Service code 31 · EIN 45-4813650 | Named fiduciary | $13,793 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,639 | $47,456-81.8% | $172,739-95.0% | $77,787-88.9% |
| Participation rate | 79.6% | 66.3%+13.3pp | 82.6%-3.0pp | 73.2%+6.4pp |
| Annual return | 21.84% | 35.57%-13.7pp | 802.84%-781.0pp | 32.57%-10.7pp |
| Employer contribution / active EE | $368 | $1,574-76.6% | $5,143-92.8% | $2,504-85.3% |
| Participant deferral / active EE | $1,172 | $2,560-54.2% | $5,198-77.5% | $3,967-70.5% |
| Admin fee / account holder | $48 | $81-40.5% | $13,954-99.7% | $100-51.9% |