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 CORPORATION3+ years Service code 13 · EIN 35-1140070 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $60,422 |
THE CENTURION GROUP, LLC2 years Service code 26 · EIN 20-8394397 | Advisory (Participants) | $3,169 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $101,651 | $87,173+16.6% | $59,878+69.8% | $75,289+35.0% |
| Participation rate | 78.7% | 74.5%+4.2pp | 74.7%+4.0pp | 72.4%+6.2pp |
| Annual return | 9.86% | -2.14%+12.0pp | 3.46%+6.4pp | -0.04%+9.9pp |
| Employer contribution / active EE | $4,388 | $3,473+26.3% | $2,722+61.2% | $2,405+82.4% |
| Participant deferral / active EE | $2,134 | $3,379-36.9% | $3,402-37.3% | $3,739-42.9% |
| Admin fee / account holder | $51 | $75-32.4% | $3,590-98.6% | $102-50.6% |