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 | $341,558 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $35,900 |
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 | $60,241 | $69,238-13.0% | $185,823-67.6% | $101,517-40.7% |
| Participation rate | 60.2% | 73.5%-13.3pp | 81.7%-21.5pp | 74.6%-14.3pp |
| Annual return | 10.70% | 21.26%-10.6pp | 122.05%-111.3pp | 21.00%-10.3pp |
| Employer contribution / active EE | $2,439 | $2,104+15.9% | $5,167-52.8% | $2,973-18.0% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $55 | $66-16.6% | $16,237-99.7% | $139-60.4% |