Filed September 24, 2015
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 CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 02-0275490 | Other Services | $15,514 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,855 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,964 | $65,223+28.7% | $80,019+4.9% | $55,725+50.7% |
| Participation rate | 81.2% | 80.6%+0.6pp | 75.8%+5.3pp | 70.9%+10.3pp |
| Annual return | -3.94% | 7.59%-11.5pp | 11.22%-15.2pp | 244.93%-248.9pp |
| Employer contribution / active EE | $466 | $2,544-81.7% | $2,468-81.1% | $2,078-77.6% |
| Participant deferral / active EE | $3,579 | $3,881-7.8% | $3,686-2.9% | $3,356+6.6% |
| Admin fee / account holder | $26 | $114-77.3% | $6,521-99.6% | $115-77.5% |