Filed July 17, 2020 (most recent of 2 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 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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,124,951 |
MORNINGSTAR1 year Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,904 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,543 | $46,969-43.5% | $154,107-82.8% | $73,367-63.8% |
| Participation rate | 93.6% | 72.4%+21.2pp | 83.0%+10.6pp | 69.5%+24.2pp |
| Annual return | 6.62% | 821.68%-815.1pp | 735.12%-728.5pp | 173.45%-166.8pp |
| Employer contribution / active EE | $2,001 | $1,723+16.1% | $5,298-62.2% | $2,499-19.9% |
| Participant deferral / active EE | $4,031 | $3,162+27.5% | $5,081-20.7% | $4,0330% |
| Admin fee / account holder | $92 | $47+97.3% | $13,411-99.3% | $68+34.5% |