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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,556 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $5,877 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,250 |
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).
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 | $39,251 | $99,020-60.4% | $86,590-54.7% | $147,584-73.4% |
| Participation rate | 85.0% | 76.3%+8.7pp | 73.5%+11.5pp | 82.8%+2.2pp |
| Annual return | 3.07% | 1312.34%-1309.3pp | 964.84%-961.8pp | 578.55%-575.5pp |
| Employer contribution / active EE | $3,161 | $3,132+0.9% | $2,839+11.3% | $4,876-35.2% |
| Participant deferral / active EE | $1,863 | $3,972-53.1% | $3,609-48.4% | $5,439-65.7% |
| Admin fee / account holder | $269 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |