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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,094,329 |
MORNINGSTAR4 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $21,748 |
Filed as: WILLIS TOWERS WATSON Service code 17 | Pension Consulting | $7,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,918 | $68,062-19.3% | $185,823-70.4% | $106,520-48.4% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.7%+16.6pp | 71.3%+27.0pp |
| Annual return | 14.48% | 18.20%-3.7pp | 122.05%-107.6pp | 19.28%-4.8pp |
| Employer contribution / active EE | $1,673 | $1,997-16.3% | $5,167-67.6% | $2,840-41.1% |
| Participant deferral / active EE | $6,244 | $3,990+56.5% | $5,568+12.1% | $4,948+26.2% |
| Admin fee / account holder | $69 | $53+31.2% | $16,237-99.6% | $75-7.1% |