Filed October 19, 2018
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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,101 | $46,732-65.5% | $156,549-89.7% | $55,167-70.8% |
| Participation rate | 44.1% | 65.8%-21.7pp | 84.0%-40.0pp | 69.0%-24.9pp |
| Annual return | 11.12% | 17.72%-6.6pp | 32.23%-21.1pp | 169.23%-158.1pp |
| Employer contribution / active EE | $591 | $2,105-71.9% | $5,501-89.3% | $1,963-69.9% |
| Participant deferral / active EE | $535 | $2,204-75.7% | $4,871-89.0% | $3,054-82.5% |
| Admin fee / account holder | $2 | $418-99.6% | $13,027-100.0% | $504-99.7% |