Filed October 26, 2017
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 8-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 Service code 13 · EIN 35-1140070 | Contract Administrator | $139,602 |
Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $65,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,482 | $407,990-73.9% | $121,196-12.1% | $75,289+41.4% |
| Participation rate | 21.5% | 59.5%-38.0pp | 71.7%-50.2pp | 72.4%-50.9pp |
| Annual return | -2.53% | 2.93%-5.5pp | 16.93%-19.5pp | -0.04%-2.5pp |
| Employer contribution / active EE | $261 | $1,846-85.9% | $4,022-93.5% | $2,405-89.2% |
| Participant deferral / active EE | $1,681 | $2,201-23.6% | $3,344-49.7% | $3,739-55.0% |
| Admin fee / account holder | $465 | $455+2.2% | $5,019-90.7% | $102+354.6% |