Filed March 1, 2024
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 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $215,199 |
GAVION, LLC6 years Filed as: GAVION INVESTMENT Service code 27 · EIN 46-2642087 6000 POPLAR AVE SUITE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $55,000 |
BURLEIGH CONSULTING GROUP7+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Consulting | $42,615 |
Filed as: BANKS, FINLEY, WHITE Service code 10 · EIN 62-1145254 1450 POPLAR AVE · MEMPHIS, TN 38104 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,774 | $36,939-16.7% | $80,716-61.9% | $93,030-66.9% |
| Participation rate | 62.6% | 32.6%+30.1pp | 54.2%+8.5pp | 73.9%-11.3pp |
| Annual return | 14.73% | 17.55%-2.8pp | 87.28%-72.5pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,368 | $455+200.5% | $1,160+17.9% | $2,706-49.5% |
| Participant deferral / active EE | $2,450 | $1,044+134.7% | $2,146+14.2% | $4,562-46.3% |
| Admin fee / account holder | $224 | $162+38.7% | $3,380-93.4% | $152+47.7% |