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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,373 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,171 | $52,293+22.7% | $178,490-64.0% | $73,409-12.6% |
| Participation rate | 91.5% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.3pp |
| Annual return | 20.34% | 34.75%-14.4pp | 151.07%-130.7pp | 59.29%-39.0pp |
| Employer contribution / active EE | $187 | $1,735-89.2% | $5,011-96.3% | $2,234-91.6% |
| Participant deferral / active EE | $3,945 | $2,332+69.1% | $5,202-24.2% | $3,805+3.7% |
| Admin fee / account holder | $100 | $127-21.3% | $13,984-99.3% | $158-36.5% |