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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $220,561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,362 | $58,202-47.8% | $172,739-82.4% | $89,569-66.1% |
| Participation rate | 92.2% | 72.8%+19.4pp | 82.6%+9.6pp | 69.6%+22.7pp |
| Annual return | 18.47% | 61.59%-43.1pp | 802.84%-784.4pp | 34.56%-16.1pp |
| Employer contribution / active EE | $5,386 | $1,759+206.2% | $5,143+4.7% | $2,584+108.4% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $18 | $53-66.4% | $13,954-99.9% | $72-75.3% |