Filed September 23, 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,133 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $325 |
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 | $37,511 | $46,173-18.8% | $170,442-78.0% | $69,631-46.1% |
| Participation rate | 89.9% | 63.9%+26.0pp | 83.6%+6.3pp | 70.7%+19.2pp |
| Annual return | 15.44% | 21.62%-6.2pp | 205.93%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $970 | $1,610-39.7% | $5,433-82.1% | $2,032-52.3% |
| Participant deferral / active EE | $2,933 | $2,080+41.0% | $4,939-40.6% | $3,224-9.0% |
| Admin fee / account holder | $10 | $116-91.6% | $13,880-99.9% | $110-91.2% |