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 | $579,955 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS, INC Service code 28 · EIN 43-1685158 | Investment Management | $161,780 |
FROST, PLLC5+ years Service code 10 · EIN 71-0817652 | Accounting | $15,000 |
DIGITAL PRINTING & IMAGING2 years Filed as: DIGITAL PRINTING & IMAGING OF LR, I Service code 36 · EIN 71-0835148 | Copying and duplicating | $6,859 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,401 | $72,066-35.6% | $81,930-43.4% | $90,288-48.6% |
| Participation rate | 87.9% | 78.9%+9.0pp | 72.0%+15.9pp | 73.4%+14.5pp |
| Annual return | 8.30% | 15.92%-7.6pp | 29.49%-21.2pp | 53.97%-45.7pp |
| Employer contribution / active EE | $1,644 | $2,335-29.6% | $4,310-61.9% | $2,524-34.9% |
| Participant deferral / active EE | $2,600 | $3,557-26.9% | $7,107-63.4% | $4,232-38.6% |
| Admin fee / account holder | $179 | $92+93.7% | $5,158-96.5% | $114+57.1% |