Filed June 9, 2016 (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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $465,257 |
GERBER LLC7 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $64,689 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,168 | $118,972-35.1% | $150,298-48.7% | $118,972-35.1% |
| Participation rate | 62.5% | 78.0%-15.4pp | 77.8%-15.2pp | 78.0%-15.4pp |
| Annual return | 18.73% | 15.19%+3.5pp | 62.79%-44.1pp | 15.19%+3.5pp |
| Employer contribution / active EE | $0 | $3,776-100.0% | $4,154-100.0% | $3,776-100.0% |
| Participant deferral / active EE | $3,723 | $6,017-38.1% | $5,453-31.7% | $6,017-38.1% |
| Admin fee / account holder | $72 | $127-43.3% | $14,116-99.5% | $127-43.3% |