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 CORPORATION2 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FT. WAYNE, IN 46802 | Contract Administrator | $77,424 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 13 · EIN 91-1463664 7350 CIRQUE DR. W STE. 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $42,740 |
PETERSON SULLIVAN LLP1 year Filed as: PETER SULLIVAN, LLP Service code 10 · EIN 91-0605875 | Accounting | $6,020 |
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 | $22,363 | $35,485-37.0% | $74,550-70.0% | $55,725-59.9% |
| Participation rate | 80.7% | 62.5%+18.2pp | 69.1%+11.6pp | 70.9%+9.9pp |
| Annual return | -6.62% | 0.72%-7.3pp | 32.53%-39.2pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,282 | $777+64.9% | $1,961-34.6% | $2,078-38.3% |
| Participant deferral / active EE | $4,123 | $2,181+89.0% | $3,108+32.7% | $3,356+22.9% |
| Admin fee / account holder | $211 | $114+84.3% | $5,060-95.8% | $115+82.9% |