Filed June 29, 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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $59,837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,214 | $46,173+0.1% | $170,442-72.9% | $69,631-33.6% |
| Participation rate | 94.3% | 63.9%+30.4pp | 83.6%+10.7pp | 70.7%+23.6pp |
| Annual return | 17.77% | 21.62%-3.8pp | 205.93%-188.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $711 | $1,610-55.9% | $5,433-86.9% | $2,032-65.0% |
| Participant deferral / active EE | $3,163 | $2,080+52.0% | $4,939-36.0% | $3,224-1.9% |
| Admin fee / account holder | $85 | $116-26.9% | $13,880-99.4% | $110-23.3% |