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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $394,844 |
GERBER LLC3 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $37,500 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
BKD, LLP3 years Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $2,895 |
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 | $67,422 | $69,238-2.6% | $185,823-63.7% | $101,517-33.6% |
| Participation rate | 61.8% | 73.5%-11.8pp | 81.7%-19.9pp | 74.6%-12.8pp |
| Annual return | 10.63% | 21.26%-10.6pp | 122.05%-111.4pp | 21.00%-10.4pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $3,406 | $3,764-9.5% | $5,568-38.8% | $4,873-30.1% |
| Admin fee / account holder | $63 | $66-5.2% | $16,237-99.6% | $139-54.9% |