Filed February 26, 2021 (most recent of 2 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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,453 | $65,435+29.1% | $86,677-2.6% | $66,914+26.2% |
| Participation rate | 92.9% | 75.5%+17.4pp | 76.6%+16.3pp | 69.8%+23.1pp |
| Annual return | -17.59% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,188 | $2,153+48.1% | $2,836+12.4% | $2,544+25.3% |
| Participant deferral / active EE | $8,779 | $4,100+114.1% | $4,656+88.6% | $4,237+107.2% |
| Admin fee / account holder | $352 | $642-45.2% | $7,493-95.3% | $593-40.7% |