Filed February 5, 2018
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 CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 18 · EIN 35-0472300 | Investment advisory (plan); Custodial... | $28,478 |
BENEFIT CONSULTANTS GROUP2+ years Service code 13 · EIN 23-2183285 | Contract Administrator | $0 |
STADION MONEY MANAGEMENT2+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
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 | $13,429 | $46,732-71.3% | $156,549-91.4% | $55,167-75.7% |
| Participation rate | 96.5% | 65.8%+30.7pp | 84.0%+12.5pp | 69.0%+27.5pp |
| Annual return | 7.46% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $803 | $2,105-61.9% | $5,501-85.4% | $1,963-59.1% |
| Participant deferral / active EE | $2,315 | $2,204+5.0% | $4,871-52.5% | $3,054-24.2% |
| Admin fee / account holder | $144 | $418-65.6% | $13,027-98.9% | $504-71.5% |