Filed February 3, 2020 (most recent of 3 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 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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 13 · EIN 35-0472300 | Contract Administrator | $18,906 |
THE HARTFORD1 year Filed as: HARTFORD LIFE INSURANCE COMPANY Service code 15 · EIN 06-0974148 | Recordkeeping | $1,033 |
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 | $50,149 | $56,095-10.6% | $178,490-71.9% | $90,288-44.5% |
| Participation rate | 31.1% | 65.6%-34.4pp | 81.9%-50.8pp | 73.4%-42.2pp |
| Annual return | 15.28% | 28.81%-13.5pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,519 | $2,669-43.1% | $5,202-70.8% | $4,232-64.1% |
| Admin fee / account holder | $35 | $101-64.8% | $13,984-99.7% | $114-69.0% |