Filed June 30, 2016
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 |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $6,556 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,275 |
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 | $23,880 | $58,879-59.4% | $178,490-86.6% | $73,488-67.5% |
| Participation rate | 43.2% | 66.2%-23.1pp | 81.9%-38.8pp | 70.7%-27.5pp |
| Annual return | 10.46% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $617 | $2,236-72.4% | $5,011-87.7% | $2,270-72.8% |
| Participant deferral / active EE | $1,208 | $2,567-52.9% | $5,202-76.8% | $3,740-67.7% |
| Admin fee / account holder | $78 | $400-80.4% | $13,984-99.4% | $513-84.7% |