Filed March 4, 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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,798 |
Service code 13 · EIN 20-4751585 | Contract Administrator | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,786 | $79,523+78.3% | $140,016+1.3% | $56,287+151.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.52% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $8,948 | $3,350+167.1% | $5,606+59.6% | $2,111+323.9% |
| Participant deferral / active EE | $5,712 | $5,129+11.4% | $6,927-17.5% | $3,350+70.5% |
| Admin fee / account holder | $680 | $614+10.7% | $10,705-93.6% | $521+30.6% |