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 10-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 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $3,543 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,160 |
PENSION ASSURANCE LLP2 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,683 | $89,652-70.2% | $141,162-81.1% | $65,185-59.1% |
| Participation rate | 57.3% | 74.7%-17.4pp | 82.5%-25.2pp | 70.2%-12.9pp |
| Annual return | 20.58% | 32.79%-12.2pp | 71.39%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,374 | $3,065-55.2% | $4,735-71.0% | $2,177-36.9% |
| Participant deferral / active EE | $2,387 | $5,691-58.1% | $6,709-64.4% | $3,514-32.1% |
| Admin fee / account holder | $79 | $569-86.0% | $10,261-99.2% | $847-90.6% |