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 |
|---|---|---|
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES ST SUITE 100 · OMAHA, NE 681302357 | Recordkeeping | $103,544 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Participants) | $75,000 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,675 |
LINCOLN NATIONAL CORPORATION7 years Filed as: LINCOLN NATIONAL CORP Service code 13 150 N RADNOR CHESTER RD · RADNOR, PA 19087 | Contract Administrator | $400 |
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,974 | $55,331-63.9% | $81,812-75.6% | $199,593-90.0% |
| Participation rate | 56.1% | 62.5%-6.4pp | 72.3%-16.2pp | 72.0%-15.9pp |
| Annual return | -0.32% | 19.59%-19.9pp | 773.79%-774.1pp | 34.25%-34.6pp |
| Employer contribution / active EE | $962 | $2,101-54.2% | $2,912-67.0% | $3,034-68.3% |
| Participant deferral / active EE | $1,733 | $3,283-47.2% | $4,319-59.9% | $5,087-65.9% |
| Admin fee / account holder | $58 | $346-83.3% | $7,386-99.2% | $269-78.6% |