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 CORPORATION9+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $276,401 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 645547 · CINCINNATI, OH 45264 | Advisory (Plan) | $55,000 |
BURLEIGH CONSULTING GROUP9+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Consulting | $41,222 |
BANKS, FINLEY, WHITE & CO.3 years Filed as: BANKS, FINLEY, WHITE Service code 10 · EIN 62-1145254 1450 POPLAR AVE · MEMPHIS, TN 38104 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,218 | $30,147-13.0% | $58,482-55.2% | $80,160-67.3% |
| Participation rate | 52.1% | 34.4%+17.7pp | 50.9%+1.2pp | 72.9%-20.8pp |
| Annual return | 18.86% | 21.97%-3.1pp | 4239.32%-4220.5pp | 40.38%-21.5pp |
| Employer contribution / active EE | $1,151 | $528+118.1% | $1,053+9.2% | $2,978-61.4% |
| Participant deferral / active EE | $1,975 | $1,249+58.1% | $1,924+2.6% | $5,017-60.6% |
| Admin fee / account holder | $138 | $195-28.9% | $2,516-94.5% | $145-4.5% |