Filed July 26, 2016 (most recent of 9 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $399,063 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $33,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,988 | $53,136-43.6% | $155,509-80.7% | $199,593-85.0% |
| Participation rate | 85.9% | 64.1%+21.8pp | 78.2%+7.7pp | 72.0%+13.9pp |
| Annual return | 103.52% | 41.15%+62.4pp | 64.67%+38.9pp | 34.25%+69.3pp |
| Employer contribution / active EE | $1,068 | $1,851-42.3% | $4,672-77.1% | $3,034-64.8% |
| Participant deferral / active EE | $4,097 | $3,161+29.6% | $5,626-27.2% | $5,087-19.5% |
| Admin fee / account holder | $85 | $185-53.9% | $15,912-99.5% | $269-68.2% |