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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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,471 |
Filed as: PINNACLE FINANCIAL ADVISOR Service code 15 · EIN 59-2438373 | Recordkeeping | $5,943 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $3,806 | $31,109-87.8% | $67,711-94.4% | $52,331-92.7% |
| Participation rate | 97.8% | 54.0%+43.8pp | 67.5%+30.3pp | 68.1%+29.7pp |
| Annual return | -12.58% | 23.70%-36.3pp | 25.41%-38.0pp | 4.54%-17.1pp |
| Employer contribution / active EE | $466 | $1,076-56.7% | $2,559-81.8% | $1,882-75.3% |
| Participant deferral / active EE | $2,432 | $1,970+23.4% | $3,585-32.2% | $3,022-19.5% |
| Admin fee / account holder | $93 | $466-80.1% | $4,255-97.8% | $592-84.3% |