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 | $301,818 |
GERBER LLC1 year Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $43,547 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $39,321 |
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 | $62,599 | $59,339+5.5% | $149,673-58.2% | $103,482-39.5% |
| Participation rate | 57.4% | 70.2%-12.8pp | 78.8%-21.4pp | 73.3%-15.9pp |
| Annual return | 14.69% | 77.78%-63.1pp | 134.42%-119.7pp | 33.11%-18.4pp |
| Employer contribution / active EE | $2,542 | $2,178+16.7% | $4,818-47.2% | $3,208-20.8% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $56 | $103-45.7% | $13,210-99.6% | $114-51.0% |