Filed January 30, 2020
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 | Contract Administrator | $40,464 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $210 |
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,164 | $85,199+2.3% | $57,179+52.4% | $63,975+36.2% |
| Participation rate | 40.3% | 74.0%-33.8pp | 75.3%-35.1pp | 71.1%-30.9pp |
| Annual return | 1.05% | 10.43%-9.4pp | 14.59%-13.5pp | 48.65%-47.6pp |
| Employer contribution / active EE | $2,022 | $3,446-41.3% | $2,682-24.6% | $2,182-7.3% |
| Participant deferral / active EE | $890 | $3,109-71.4% | $3,096-71.3% | $3,356-73.5% |
| Admin fee / account holder | $38 | $39-0.4% | $3,139-98.8% | $70-45.4% |