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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $126,292 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $40,170 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $23,500 |
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 | $138,271 | $53,932+156.4% | $134,143+3.1% | $90,288+53.1% |
| Participation rate | 28.9% | 60.4%-31.5pp | 72.2%-43.3pp | 73.4%-44.5pp |
| Annual return | 12.99% | 23.16%-10.2pp | 36.33%-23.3pp | 53.97%-41.0pp |
| Employer contribution / active EE | $192 | $1,611-88.1% | $3,704-94.8% | $2,524-92.4% |
| Participant deferral / active EE | $1,574 | $2,432-35.3% | $3,499-55.0% | $4,232-62.8% |
| Admin fee / account holder | $435 | $104+319.7% | $6,684-93.5% | $114+281.2% |