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 35-1140070 | Contract Administrator | $573,763 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 27 · EIN 42-0127290 | Advisory (Plan) | $2,378 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,486 | $53,684+10.8% | $170,442-65.1% | $80,976-26.5% |
| Participation rate | 90.4% | 69.2%+21.2pp | 83.6%+6.8pp | 68.3%+22.1pp |
| Annual return | 20.11% | 25.97%-5.9pp | 205.93%-185.8pp | 22.91%-2.8pp |
| Employer contribution / active EE | $5 | $1,642-99.7% | $5,433-99.9% | $2,402-99.8% |
| Participant deferral / active EE | $5,699 | $3,017+88.9% | $4,939+15.4% | $3,848+48.1% |
| Admin fee / account holder | $38 | $46-18.4% | $13,880-99.7% | $67-44.0% |