Filed June 12, 2015
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 150 NORTH RADNOR-CHESTER ROAD · RADNOR, PA 190870000 | Contract Administrator | $200 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,351 | $46,732-82.1% | $156,549-94.7% | $55,167-84.9% |
| Participation rate | 45.1% | 65.8%-20.7pp | 84.0%-38.9pp | 69.0%-23.9pp |
| Annual return | -0.72% | 17.72%-18.4pp | 32.23%-32.9pp | 169.23%-169.9pp |
| Employer contribution / active EE | $138 | $2,105-93.5% | $5,501-97.5% | $1,963-93.0% |
| Participant deferral / active EE | $754 | $2,204-65.8% | $4,871-84.5% | $3,054-75.3% |
| Admin fee / account holder | $15 | $418-96.5% | $13,027-99.9% | $504-97.1% |