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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,888 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746479 | Accounting | $16,800 |
VERITAS WEALTH ADVISORS5 years Filed as: VERITAS ADVISORS, INC. Service code 27 · EIN 56-2274965 | Advisory (Plan) | $9,625 |
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 | $49,393 | $53,136-7.0% | $155,509-68.2% | $199,593-75.3% |
| Participation rate | 94.7% | 64.1%+30.7pp | 78.2%+16.5pp | 72.0%+22.8pp |
| Annual return | 12.27% | 41.15%-28.9pp | 64.67%-52.4pp | 34.25%-22.0pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $43 | $185-76.8% | $15,912-99.7% | $269-84.0% |