My Firm Contributions Benchmarking Report

Group Results By *

Select Group Size, Coverage Type, Account Location, Account Industry, or By Renewal Years to determine how the data is grouped on the report.

Account Location is based on the Main Address entered for the account.  Account Industry is based on the Primary Industry selected for the account. By Renewal Years is based on the year the plan renews.

Line of Coverage *

Select Medical, Dental, Vision, Life and AD&D, Short Term Disability, or Long Term Disability to include that line of coverage in the report.

In Force Date *

Use this parameter to select plans that were in force on the specified date for inclusion on the report.

• Enter the date in MM/DD/YYYY format, or

• Click the calendar icon and select a date, or

• Click Relative Date to specify a variable date that is relative to the date the report is run. For help with this tool, see  Specifying Relative Dates or click the Help icon in the upper right corner of the relative date popup box.

Plan Type(s) *

Select one or more Plan Types to filter data returned on the report. Values in this list depend on the Line of Coverage selected above. Click the arrows to move your select(s) between the Available and Selected lists.

Tier Schedule(s) *

Select one or more Tier Schedules. Use Ctrl-click to select multiple items in the list. Contributions with contribution schedules with those tier schedules are included in the results.

Report on defined contribution/flex credit arrangement *

Select Yes to include only defined contribution/flex credit arrangement contribution schedules in the results. If No is  selected, defined contribution/flex credit arrangement schedules are excluded from the benchmarking.

Measurement *

Select the type of measurement. The items available in this list depend on whether Yes or No is selected in   Report on defined contribution/flex credit arrangement above.

Tier *

Select the Tier to use to run the benchmark. Items available depend on the Tier Schedule selected above.

Select Union/Non-union Plans

Select Union Plans or Non-Union Plans, or use Ctrl-click to select both.

Group Size

Select one or more items to limit the data to the selected Group Size(s). Click the arrows to move your selections between the Available and Selected lists.

Primary Industry(s)

Select one or more items to limit the data to the selected Industry(s). Click the arrows to move your selections between the Available and Selected lists.

SIC Code From/To

Enter a two- to four-digit number. The report results are limited to accounts with SIC Codes starting with the numbers you input.  

Example:
Account 1: SIC Code 1521
Account 2: SIC Code 1531
Account 3: SIC Code 152
Account 4: SIC Code 251

You enter SIC Code From: 15 and SIC Code To: 16.

The report includes Accounts 1, 2, and 3.

Business Type

Select one or more Business Types to limit report to accounts with those Business Types.  Click the arrows to move your selection(s) between the Available and Selected lists.

Main Address State

Select one or more State(s) to limit the data on the report to accounts with the selected state as the main address. Click the arrows to move your selections between the Available and Selected lists.

Main Address CBSA

Select one or more CBSAs to limit the accounts on the report to the selected CBSAs. CBSAs available depend on the state selected above.

Click the arrows to move your selections between the Available and Selected lists.

Account Status

Use this parameter to select Active or Inactive accounts for inclusion on the report.

Account Type

Select an Account Type to filter the accounts that appear on the report: Client, Prospect, Informational, Other, or Marketing Group.

Account(s)

Select up to five accounts to include on the report. Click the arrows to move your selection(s) between the Available and Selected lists.  The list of available accounts is based on your User ID and permissions.

Report Results Title

Use this field to enter your own title for the report.

Show Parameters

If selected, the report will list the parameters used to create the report.

To get Report Results in

The following output options are available for this report:

• Excel

Save Report Parameters

If you run this report with this set of parameter selections frequently, enter a title to save the set of parameters you just entered. You can run the report again at any time by selecting the saved parameter set on the My Reports tab.

Save Report Results

To save the report with the results, so that you can easily view the report again later, enter a title and click Save.  You can view the report again at any time by selecting the report on the My Reports tab.

Defined $ Amount

0

1-50

51-100

101-250

251-500

501-750

751-1000

1000+

% of Premium

0

1-10

11-20

21-30

31-40

41-50

51-75

76-100

% of Salary

0

1-10

11-20

21-30

31-40

41-50

51-75

76-100