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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,057,047 |
MORNINGSTAR3 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $14,468 |
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 | $59,496 | $66,513-10.5% | $178,490-66.7% | $106,222-44.0% |
| Participation rate | 77.4% | 73.8%+3.6pp | 81.9%-4.6pp | 70.8%+6.6pp |
| Annual return | 29.11% | 21.81%+7.3pp | 151.07%-122.0pp | 21.69%+7.4pp |
| Employer contribution / active EE | $5,980 | $1,776+236.8% | $5,011+19.4% | $2,723+119.6% |
| Participant deferral / active EE | $5,381 | $3,679+46.2% | $5,202+3.4% | $4,600+17.0% |
| Admin fee / account holder | $84 | $53+57.8% | $13,984-99.4% | $78+7.6% |