See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL LLC Service code 10 11404 WEST DODGE RD, STE 700 · OMAHA, NE 68154 | Accounting | $10,000 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,470 |
STADION MONEY MANAGEMENT2 years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,551 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, LLC Service code 15 · EIN 20-4043839 | Recordkeeping | $5,545 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,986 | $80,717-62.9% | $154,803-80.6% | $84,808-64.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.42% | 37.96%-29.5pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,211 | $2,761+16.3% | $4,305-25.4% | $2,631+22.0% |
| Participant deferral / active EE | $3,051 | $3,303-7.6% | $5,540-44.9% | $4,212-27.5% |
| Admin fee / account holder | $298 | $6,746-95.6% | $14,329-97.9% | $7,344-95.9% |