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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $105,919 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $53,080 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,027 | $82,972-60.2% | $103,374-68.1% | $77,671-57.5% |
| Participation rate | 95.7% | 71.5%+24.2pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 16.02% | 19.14%-3.1pp | 24.89%-8.9pp | 31.21%-15.2pp |
| Employer contribution / active EE | $3,931 | $3,554+10.6% | $3,869+1.6% | $2,726+44.2% |
| Participant deferral / active EE | $3,891 | $4,108-5.3% | $5,058-23.1% | $4,648-16.3% |
| Admin fee / account holder | $127 | $639-80.1% | $8,394-98.5% | $430-70.5% |