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 9-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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 | Advisory (Plan) | $9,304 |
Service code 13 | Contract Administrator | $6,450 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $5,490 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $1,926 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,852 | $37,426+6.5% | $77,482-48.6% | $79,858-50.1% |
| Participation rate | 76.8% | 41.5%+35.3pp | 54.2%+22.6pp | 69.6%+7.2pp |
| Annual return | 38.38% | 39.70%-1.3pp | 54.79%-16.4pp | 31.71%+6.7pp |
| Employer contribution / active EE | $2,774 | $637+335.7% | $986+181.2% | $2,471+12.3% |
| Participant deferral / active EE | $10,121 | $1,260+703.3% | $1,861+443.8% | $3,740+170.6% |
| Admin fee / account holder | $400 | $2,504-84.0% | $2,858-86.0% | $5,306-92.5% |