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 CORPORATION4 years Service code 13 · EIN 35-1140070 PO BOX 7564 · FORT WASHINGTON, PA 190347654 | Contract Administrator | $13,541 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,222 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC Service code 15 · EIN 85-0402842 6201 UPTOWN BLVD NE SUITE 100 · ALBUQUERQUE, NM 87110 | Recordkeeping | $2,930 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $1,900 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,345 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $479 |
Filed as: GREAT-WEST LIFE &ANNUITY INS CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $29,536 | $69,362-57.4% | $101,248-70.8% | $73,488-59.8% |
| Participation rate | 55.0% | 68.4%-13.3pp | 75.8%-20.8pp | 70.7%-15.6pp |
| Annual return | 60.03% | 18.46%+41.6pp | 46.47%+13.6pp | 28.51%+31.5pp |
| Employer contribution / active EE | $920 | $2,628-65.0% | $3,660-74.9% | $2,270-59.5% |
| Participant deferral / active EE | $1,345 | $3,300-59.2% | $4,370-69.2% | $3,740-64.0% |
| Admin fee / account holder | $165 | $704-76.5% | $5,945-97.2% | $513-67.8% |