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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $72,802 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $174,239 | $98,982+76.0% | $162,163+7.4% | $65,185+167.3% |
| Participation rate | 97.8% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.6pp |
| Annual return | 20.88% | 24.84%-4.0pp | 115.59%-94.7pp | 29.38%-8.5pp |
| Employer contribution / active EE | $8,952 | $3,467+158.2% | $5,614+59.5% | $2,177+311.3% |
| Participant deferral / active EE | $6,035 | $5,384+12.1% | $7,298-17.3% | $3,514+71.8% |
| Admin fee / account holder | $585 | $596-1.9% | $10,843-94.6% | $847-30.9% |