Filed December 17, 2024 (most recent of 2 filings on file)
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 8-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 | $300,301 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $42,900 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $42,626 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,016 | $55,331-11.4% | $81,812-40.1% | $199,593-75.4% |
| Participation rate | 64.9% | 62.5%+2.4pp | 72.3%-7.5pp | 72.0%-7.1pp |
| Annual return | 14.75% | 19.59%-4.8pp | 773.79%-759.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $2,268 | $2,101+8.0% | $2,912-22.1% | $3,034-25.2% |
| Participant deferral / active EE | $4,010 | $3,283+22.1% | $4,319-7.2% | $5,087-21.2% |
| Admin fee / account holder | $174 | $346-49.7% | $7,386-97.6% | $269-35.3% |