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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $919,840 |
Filed as: VERATIS ADVISORS, INC. Service code 27 · EIN 56-2274965 | Advisory (Plan) | $92,586 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,019 | $58,202+30.6% | $172,739-56.0% | $89,569-15.1% |
| Participation rate | 87.2% | 72.8%+14.3pp | 82.6%+4.5pp | 69.6%+17.6pp |
| Annual return | 26.25% | 61.59%-35.3pp | 802.84%-776.6pp | 34.56%-8.3pp |
| Employer contribution / active EE | $4,548 | $1,759+158.6% | $5,143-11.6% | $2,584+76.0% |
| Participant deferral / active EE | $2,987 | $3,335-10.4% | $5,198-42.5% | $4,220-29.2% |
| Admin fee / account holder | $73 | $53+38.9% | $13,954-99.5% | $72+1.9% |