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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $454,669 |
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 | $71,292 | $58,202+22.5% | $172,739-58.7% | $89,569-20.4% |
| Participation rate | 94.9% | 72.8%+22.0pp | 82.6%+12.2pp | 69.6%+25.3pp |
| Annual return | 23.28% | 61.59%-38.3pp | 802.84%-779.6pp | 34.56%-11.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,816 | $3,335+104.4% | $5,198+31.1% | $4,220+61.5% |
| Admin fee / account holder | $28 | $53-46.6% | $13,954-99.8% | $72-60.8% |