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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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $226,125 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $50,325 |
3(16) FIDUCIARY SERVICES CORP9+ years Service code 31 · EIN 45-4813650 | Named fiduciary | $12,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,963 | $50,127-72.1% | $149,673-90.7% | $80,160-82.6% |
| Participation rate | 44.9% | 64.3%-19.4pp | 78.8%-33.9pp | 72.9%-28.1pp |
| Annual return | 15.78% | 29.82%-14.0pp | 134.42%-118.6pp | 40.38%-24.6pp |
| Employer contribution / active EE | $454 | $1,865-75.6% | $4,818-90.6% | $2,978-84.8% |
| Participant deferral / active EE | $1,205 | $3,194-62.3% | $5,680-78.8% | $5,017-76.0% |
| Admin fee / account holder | $90 | $153-40.8% | $13,210-99.3% | $145-37.6% |