Filed March 27, 2023
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 9-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 | $38,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,187 | $69,763-39.5% | $67,502-37.5% | $74,495-43.4% |
| Participation rate | 89.7% | 71.4%+18.3pp | 72.9%+16.8pp | 67.2%+22.5pp |
| Annual return | 14.98% | -40.34%+55.3pp | 3512.12%-3497.1pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,755 | $2,704+38.9% | $2,731+37.5% | $2,623+43.1% |
| Participant deferral / active EE | $5,111 | $3,636+40.6% | $4,000+27.8% | $4,346+17.6% |
| Admin fee / account holder | $177 | $896-80.2% | $3,998-95.6% | $1,942-90.9% |