Filed May 3, 2021 (most recent of 4 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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,806 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,560 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Contract Administrator | $60 |
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 | $40,111 | $37,039+8.3% | $147,614-72.8% | $59,188-32.2% |
| Participation rate | 88.6% | 63.8%+24.8pp | 84.6%+3.9pp | 69.4%+19.1pp |
| Annual return | 3.21% | 7.19%-4.0pp | 61.98%-58.8pp | 5.51%-2.3pp |
| Employer contribution / active EE | $1,811 | $1,353+33.8% | $5,564-67.5% | $2,098-13.7% |
| Participant deferral / active EE | $2,799 | $2,094+33.7% | $4,895-42.8% | $3,265-14.3% |
| Admin fee / account holder | $39 | $60-35.6% | $11,611-99.7% | $92-57.9% |