Filed December 10, 2021 (most recent of 2 filings on file)
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 4-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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $101,447 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $4,085 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN - APS Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 64 · EIN 81-3846992 | Recordkeeping Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,987 | $50,127+41.6% | $149,673-52.6% | $80,160-11.4% |
| Participation rate | 54.4% | 64.3%-9.8pp | 78.8%-24.3pp | 72.9%-18.5pp |
| Annual return | 13.33% | 29.82%-16.5pp | 134.42%-121.1pp | 40.38%-27.1pp |
| Employer contribution / active EE | $529 | $1,865-71.6% | $4,818-89.0% | $2,978-82.2% |
| Participant deferral / active EE | $3,590 | $3,194+12.4% | $5,680-36.8% | $5,017-28.4% |
| Admin fee / account holder | $31 | $153-79.8% | $13,210-99.8% | $145-78.7% |