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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.
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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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $114,485 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $44,792 |
3(16) FIDUCIARY SERVICES CORP6+ years Service code 31 · EIN 45-4813650 | Named fiduciary | $10,900 |
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 | $8,888 | $56,095-84.2% | $178,490-95.0% | $90,288-90.2% |
| Participation rate | 83.7% | 65.6%+18.1pp | 81.9%+1.7pp | 73.4%+10.3pp |
| Annual return | 17.80% | 28.81%-11.0pp | 151.07%-133.3pp | 53.97%-36.2pp |
| Employer contribution / active EE | $469 | $1,572-70.2% | $5,011-90.6% | $2,524-81.4% |
| Participant deferral / active EE | $1,448 | $2,669-45.7% | $5,202-72.2% | $4,232-65.8% |
| Admin fee / account holder | $39 | $101-61.2% | $13,984-99.7% | $114-65.8% |