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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $156,482 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $66,170 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $25,500 |
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 | $127,446 | $53,911+136.4% | $130,648-2.5% | $77,787+63.8% |
| Participation rate | 22.0% | 60.2%-38.2pp | 71.7%-49.8pp | 73.2%-51.2pp |
| Annual return | 18.98% | 21.93%-3.0pp | 1708.96%-1690.0pp | 32.57%-13.6pp |
| Employer contribution / active EE | $251 | $1,826-86.3% | $4,092-93.9% | $2,504-90.0% |
| Participant deferral / active EE | $1,652 | $2,288-27.8% | $3,603-54.2% | $3,967-58.4% |
| Admin fee / account holder | $559 | $129+334.4% | $5,464-89.8% | $100+458.5% |