Filed December 9, 2019
Total covered: 4 employees
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 | $483,343 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,871 | $53,136+67.3% | $155,509-42.9% | $199,593-55.5% |
| Participation rate | 75.8% | 64.1%+11.7pp | 78.2%-2.4pp | 72.0%+3.8pp |
| Annual return | 12.70% | 41.15%-28.4pp | 64.67%-52.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $2,944 | $1,851+59.1% | $4,672-37.0% | $3,034-3.0% |
| Participant deferral / active EE | $6,099 | $3,161+93.0% | $5,626+8.4% | $5,087+19.9% |
| Admin fee / account holder | $100 | $185-45.9% | $15,912-99.4% | $269-62.7% |