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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $320,191 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $29,200 |
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 | $54,300 | $52,346+3.7% | $143,757-62.2% | $78,044-30.4% |
| Participation rate | 57.2% | 72.7%-15.5pp | 80.3%-23.1pp | 74.4%-17.2pp |
| Annual return | -12.27% | -14.19%+1.9pp | -0.04%-12.2pp | 10.87%-23.1pp |
| Employer contribution / active EE | $2,405 | $2,131+12.9% | $4,951-51.4% | $3,125-23.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $56 | $63-11.3% | $14,673-99.6% | $79-28.7% |