Filed April 16, 2018 (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 |
|---|---|---|
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $13,632 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $9,993 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,069 | $100,923+61.6% | $150,045+8.7% | $74,304+119.5% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.3%+8.1pp | 60.3%+30.0pp |
| Annual return | 13.30% | 51.77%-38.5pp | 62.55%-49.2pp | 29.43%-16.1pp |
| Employer contribution / active EE | $655 | $3,463-81.1% | $4,693-86.0% | $2,241-70.8% |
| Participant deferral / active EE | $13,610 | $6,709+102.8% | $7,997+70.2% | $3,767+261.3% |
| Admin fee / account holder | $99 | $2,767-96.4% | $13,435-99.3% | $2,969-96.7% |