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 CORPORATION4+ years Service code 13 1300 CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $12,142 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,039 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $7,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $28,460 | $55,002-48.3% | $59,878-52.5% | $56,287-49.4% |
| Participation rate | 48.1% | 75.9%-27.8pp | 74.7%-26.6pp | 69.9%-21.7pp |
| Annual return | -3.55% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,040 | $2,448-57.5% | $2,722-61.8% | $2,111-50.7% |
| Participant deferral / active EE | $1,884 | $3,121-39.6% | $3,402-44.6% | $3,350-43.8% |
| Admin fee / account holder | $276 | $236+16.9% | $3,590-92.3% | $521-47.1% |