Filed August 2, 2023 (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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $178,757 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,803 | $53,136+31.4% | $155,509-55.1% | $199,593-65.0% |
| Participation rate | 89.1% | 64.1%+25.1pp | 78.2%+10.9pp | 72.0%+17.2pp |
| Annual return | 13.95% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,849 | $1,851-0.1% | $4,672-60.4% | $3,034-39.1% |
| Participant deferral / active EE | $5,446 | $3,161+72.3% | $5,626-3.2% | $5,087+7.1% |
| Admin fee / account holder | $61 | $185-66.8% | $15,912-99.6% | $269-77.1% |