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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,477 |
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.
Annual investment return 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 | $17,458 | $55,453-68.5% | $170,442-89.8% | $62,292-72.0% |
| Participation rate | 38.4% | 66.4%-28.0pp | 83.6%-45.2pp | 69.5%-31.2pp |
| Annual return | 8.22% | 21.38%-13.2pp | 205.93%-197.7pp | 28.90%-20.7pp |
| Employer contribution / active EE | $712 | $2,164-67.1% | $5,433-86.9% | $2,042-65.1% |
| Participant deferral / active EE | $532 | $2,303-76.9% | $4,939-89.2% | $3,169-83.2% |
| Admin fee / account holder | $2 | $455-99.6% | $13,880-100.0% | $479-99.7% |