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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $361,451 |
GERBER LLC2 years Filed as: GERBER/ TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $40,283 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $30,877 |
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 | $66,313 | $67,679-2.0% | $155,509-57.4% | $99,062-33.1% |
| Participation rate | 57.0% | 67.2%-10.2pp | 78.2%-21.2pp | 71.6%-14.6pp |
| Annual return | 10.20% | 16.16%-6.0pp | 64.67%-54.5pp | 17.66%-7.5pp |
| Employer contribution / active EE | $2,623 | $2,268+15.6% | $4,672-43.9% | $3,262-19.6% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $63 | $94-32.3% | $15,912-99.6% | $109-41.8% |