Filed January 30, 2020
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 CORPORATION4+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $52,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,737 | $204,517-46.3% | $69,455+58.0% | $77,787+41.1% |
| Participation rate | 47.2% | 74.6%-27.5pp | 74.6%-27.4pp | 73.2%-26.0pp |
| Annual return | 6.20% | 22.10%-15.9pp | 28.97%-22.8pp | 32.57%-26.4pp |
| Employer contribution / active EE | $4,618 | $3,548+30.2% | $2,779+66.2% | $2,504+84.4% |
| Participant deferral / active EE | $2,279 | $3,478-34.5% | $3,535-35.5% | $3,967-42.6% |
| Admin fee / account holder | $45 | $101-55.2% | $3,839-98.8% | $100-55.0% |