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 CORPORATION3+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $47,036 |
PEERY & ASSOCIATES, INC.2+ years Filed as: PEERY & ASSOCIATES Service code 15 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Recordkeeping | $9,621 |
DAVID J CORMIA1 year Filed as: DAVID CORMIA Service code 11 · EIN 20-8298840 777 1ST STREET #256 · GILROY, CA 95020 | Actuarial | $825 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,704 | $55,453-62.7% | $170,442-87.9% | $62,292-66.8% |
| Participation rate | 89.5% | 66.4%+23.1pp | 83.6%+5.9pp | 69.5%+20.0pp |
| Annual return | 16.59% | 21.38%-4.8pp | 205.93%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,182 | $2,164-45.3% | $5,433-78.2% | $2,042-42.1% |
| Participant deferral / active EE | $3,993 | $2,303+73.4% | $4,939-19.2% | $3,169+26.0% |
| Admin fee / account holder | $147 | $455-67.8% | $13,880-98.9% | $479-69.4% |