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 9-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 CORPORATION2 years Service code 13 · EIN 35-1140070 PO BOX 7564 · FORT WASHINGTON, PA 190347654 | Contract Administrator | $20,672 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $5,758 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $838 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,694 | $55,449-53.7% | $83,848-69.4% | $56,287-54.4% |
| Participation rate | 53.9% | 68.0%-14.1pp | 76.1%-22.2pp | 69.9%-15.9pp |
| Annual return | 8.13% | -1.38%+9.5pp | 850.88%-842.7pp | -9.96%+18.1pp |
| Employer contribution / active EE | $929 | $2,430-61.8% | $3,631-74.4% | $2,111-56.0% |
| Participant deferral / active EE | $1,287 | $2,935-56.2% | $4,082-68.5% | $3,350-61.6% |
| Admin fee / account holder | $134 | $656-79.6% | $5,478-97.6% | $521-74.3% |