Filed February 23, 2018 (most recent of 2 filings on file)
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,153 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $78,485-9.9% | $106,213-33.4% | $74,495-5.1% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.5pp | 67.2%+26.6pp |
| Annual return | 10.02% | 15.95%-5.9pp | 116.14%-106.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,325 | $4,322+0.1% | $5,016-13.8% | $4,346-0.5% |
| Admin fee / account holder | $549 | $2,232-75.4% | $11,033-95.0% | $1,942-71.7% |