Filed March 4, 2016 (most recent of 3 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 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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,737 |
Filed as: FIDUCIARY ADVISORS LLC Service code 13 · EIN 36-4001764 | Contract Administrator | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,791 | $130,194+38.1% | $169,993+5.8% | $71,457+151.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.06% | 20.37%-2.3pp | 53.37%-35.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $9,099 | $4,381+107.7% | $6,785+34.1% | $2,588+251.6% |
| Participant deferral / active EE | $7,086 | $6,923+2.4% | $10,408-31.9% | $4,289+65.2% |
| Admin fee / account holder | $445 | $966-53.9% | $12,815-96.5% | $1,587-72.0% |