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 CORPORATION10+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $80,622 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $67,682 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,190 | $50,815+168.0% | $155,509-12.4% | $77,643+75.4% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.8pp | 70.6%+20.4pp |
| Annual return | 13.78% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,432 | $1,993+72.2% | $4,672-26.6% | $2,726+25.9% |
| Participant deferral / active EE | $6,436 | $2,822+128.1% | $5,626+14.4% | $4,647+38.5% |
| Admin fee / account holder | $168 | $437-61.6% | $15,912-98.9% | $430-61.1% |