Filed January 25, 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 7-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 CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,970 |
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 | $57,308 | $46,732+22.6% | $156,549-63.4% | $55,167+3.9% |
| Participation rate | 86.1% | 65.8%+20.3pp | 84.0%+2.1pp | 69.0%+17.1pp |
| Annual return | 10.57% | 17.72%-7.1pp | 32.23%-21.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $3,340 | $2,105+58.6% | $5,501-39.3% | $1,963+70.2% |
| Participant deferral / active EE | $4,317 | $2,204+95.9% | $4,871-11.4% | $3,054+41.4% |
| Admin fee / account holder | $124 | $418-70.3% | $13,027-99.0% | $504-75.3% |