Filed January 12, 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 CORPORATION7+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $76,245 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $62,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,825 | $56,485+163.5% | $185,823-19.9% | $86,799+71.5% |
| Participation rate | 85.3% | 65.5%+19.9pp | 81.7%+3.6pp | 72.3%+13.1pp |
| Annual return | 15.19% | 118.04%-102.8pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $3,073 | $1,843+66.8% | $5,167-40.5% | $2,405+27.8% |
| Participant deferral / active EE | $5,548 | $2,553+117.3% | $5,568-0.4% | $4,131+34.3% |
| Admin fee / account holder | $191 | $150+27.9% | $16,237-98.8% | $170+12.8% |