Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $72,539 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746479 | Accounting | $17,850 |
VERITAS WEALTH ADVISORS6 years Filed as: VERITAS ADVISORS, INC. Service code 27 · EIN 56-2274965 | Advisory (Plan) | $9,419 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,600 | $57,610-3.5% | $154,803-64.1% | $102,872-46.0% |
| Participation rate | 94.2% | 59.5%+34.7pp | 78.1%+16.1pp | 73.0%+21.2pp |
| Annual return | 13.32% | 30.49%-17.2pp | 58.88%-45.6pp | 19.06%-5.7pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $42 | $368-88.5% | $14,329-99.7% | $292-85.5% |