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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $283,631 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $89,898 | $68,330+31.6% | $149,673-39.9% | $96,393-6.7% |
| Participation rate | 93.5% | 74.6%+18.9pp | 78.8%+14.7pp | 71.3%+22.2pp |
| Annual return | 18.91% | 29.64%-10.7pp | 134.42%-115.5pp | 22.88%-4.0pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,818-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $8,641 | $4,422+95.4% | $5,680+52.1% | $5,455+58.4% |
| Admin fee / account holder | $15 | $52-71.6% | $13,210-99.9% | $74-80.0% |