Filed December 26, 2019
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,425 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $8,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,244 | $75,828-64.1% | $147,614-81.5% | $59,632-54.3% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -4.44% | 0.37%-4.8pp | 61.98%-66.4pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,608 | $3,485-53.9% | $5,564-71.1% | $2,203-27.0% |
| Participant deferral / active EE | $2,382 | $3,130-23.9% | $4,895-51.3% | $3,192-25.4% |
| Admin fee / account holder | $330 | $5,985-94.5% | $11,611-97.2% | $4,297-92.3% |