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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $441,280 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 26 · EIN 42-0127290 | Advisory (Participants) | $3,548 |
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 | $83,805 | $66,513+26.0% | $178,490-53.0% | $106,222-21.1% |
| Participation rate | 97.6% | 73.8%+23.8pp | 81.9%+15.7pp | 70.8%+26.8pp |
| Annual return | 17.69% | 21.81%-4.1pp | 151.07%-133.4pp | 21.69%-4.0pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,011-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $7,102 | $3,679+93.0% | $5,202+36.5% | $4,600+54.4% |
| Admin fee / account holder | $27 | $53-49.9% | $13,984-99.8% | $78-65.8% |