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: PLAN DESIGN CONSULTANTS INC. Service code 13 | Contract Administrator | $19,820 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 | Advisory (Plan) | $12,134 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $11,333 |
Filed as: PLAN DESIGN CONSULTANTS Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,847 | $39,019-69.6% | $80,716-85.3% | $85,850-86.2% |
| Participation rate | 61.9% | 41.5%+20.4pp | 54.2%+7.7pp | 69.3%-7.4pp |
| Annual return | 15.30% | 26.27%-11.0pp | 87.28%-72.0pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,863 | $1,326+266.8% | $2,146+126.6% | $3,952+23.1% |
| Admin fee / account holder | $225 | $2,431-90.7% | $3,380-93.3% | $6,260-96.4% |