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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,087,333 |
MORNINGSTAR2 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $10,887 |
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 | $36,559 | $58,202-37.2% | $172,739-78.8% | $89,569-59.2% |
| Participation rate | 83.6% | 72.8%+10.8pp | 82.6%+0.9pp | 69.6%+14.0pp |
| Annual return | 27.92% | 61.59%-33.7pp | 802.84%-774.9pp | 34.56%-6.6pp |
| Employer contribution / active EE | $2,890 | $1,759+64.3% | $5,143-43.8% | $2,584+11.8% |
| Participant deferral / active EE | $4,035 | $3,335+21.0% | $5,198-22.4% | $4,220-4.4% |
| Admin fee / account holder | $82 | $53+55.1% | $13,954-99.4% | $72+13.8% |