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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $364,152 |
GERBER LLC5 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $51,195 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $39,071 |
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 | $67,310 | $59,339+13.4% | $149,673-55.0% | $103,482-35.0% |
| Participation rate | 61.6% | 70.2%-8.5pp | 78.8%-17.1pp | 73.3%-11.6pp |
| Annual return | 14.49% | 77.78%-63.3pp | 134.42%-119.9pp | 33.11%-18.6pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $3,528 | $3,716-5.1% | $5,680-37.9% | $5,207-32.2% |
| Admin fee / account holder | $62 | $103-39.8% | $13,210-99.5% | $114-45.7% |