Filed June 26, 2020 (most recent of 4 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 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-0472300 | Contract Administrator | $189,407 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,931 | $73,283-22.3% | $155,509-63.4% | $106,382-46.5% |
| Participation rate | 97.2% | 73.3%+23.9pp | 78.2%+19.0pp | 69.9%+27.3pp |
| Annual return | 11.96% | 15.77%-3.8pp | 64.67%-52.7pp | 17.37%-5.4pp |
| Employer contribution / active EE | $7,383 | $2,247+228.5% | $4,672+58.0% | $3,364+119.5% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $13 | $56-76.5% | $15,912-99.9% | $79-83.3% |