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 MAZARS, LLP3 years 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 | $74,933+3.0% | $154,803-50.2% | $117,739-34.5% |
| Participation rate | 62.5% | 64.5%-2.0pp | 78.1%-15.6pp | 76.6%-14.1pp |
| Annual return | 18.73% | 17.34%+1.4pp | 58.88%-40.2pp | 17.29%+1.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $4,305-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $3,723 | $3,942-5.6% | $5,540-32.8% | $6,128-39.2% |
| Admin fee / account holder | $72 | $129-44.3% | $14,329-99.5% | $112-35.7% |