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 | $380,715 |
GERBER LLC3 years Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $54,505 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,825 |
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 | $72,261 | $118,972-39.3% | $150,298-51.9% | $118,972-39.3% |
| Participation rate | 56.1% | 78.0%-21.9pp | 77.8%-21.7pp | 78.0%-21.9pp |
| Annual return | 14.58% | 15.19%-0.6pp | 62.79%-48.2pp | 15.19%-0.6pp |
| Employer contribution / active EE | $2,767 | $3,776-26.7% | $4,154-33.4% | $3,776-26.7% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $5,453-100.0% | $6,017-100.0% |
| Admin fee / account holder | $66 | $127-48.2% | $14,116-99.5% | $127-48.2% |