Filed March 27, 2023
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,187 | $69,745-39.5% | $67,511-37.5% | $74,546-43.4% |
| Participation rate | 89.7% | 71.3%+18.3pp | 72.9%+16.8pp | 67.2%+22.5pp |
| Annual return | 14.98% | -40.37%+55.4pp | 3517.41%-3502.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,755 | $2,705+38.8% | $2,733+37.4% | $2,624+43.1% |
| Participant deferral / active EE | $5,111 | $3,636+40.6% | $4,000+27.8% | $4,347+17.6% |
| Admin fee / account holder | $177 | $894-80.2% | $3,999-95.6% | $1,944-90.9% |