See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS INSURANCE AGENCY IN Service code 27 · EIN 82-0547562 | Advisory (Plan) | $21,729 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,848 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,424 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,013 | $74,188-38.0% | $115,756-60.3% | $64,808-29.0% |
| Participation rate | 31.3% | 76.2%-45.0pp | 77.1%-45.8pp | 71.5%-40.2pp |
| Annual return | -12.60% | -11.81%-0.8pp | 143.14%-155.7pp | 32.82%-45.4pp |
| Employer contribution / active EE | $1,051 | $3,365-68.8% | $3,793-72.3% | $2,506-58.1% |
| Participant deferral / active EE | $2,100 | $5,294-60.3% | $6,254-66.4% | $4,310-51.3% |
| Admin fee / account holder | $170 | $148+14.4% | $8,124-97.9% | $188-9.6% |