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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $286,793 |
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 | $102,087 | $73,283+39.3% | $155,509-34.4% | $106,382-4.0% |
| Participation rate | 92.4% | 73.3%+19.1pp | 78.2%+14.2pp | 69.9%+22.5pp |
| Annual return | 14.44% | 15.77%-1.3pp | 64.67%-50.2pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $9,203 | $4,580+100.9% | $5,626+63.6% | $5,569+65.3% |
| Admin fee / account holder | $15 | $56-73.6% | $15,912-99.9% | $79-81.3% |