Filed April 28, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $107,059 |
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 | $87,414 | $57,610+51.7% | $154,803-43.5% | $102,872-15.0% |
| Participation rate | 86.1% | 59.5%+26.7pp | 78.1%+8.0pp | 73.0%+13.1pp |
| Annual return | 17.30% | 30.49%-13.2pp | 58.88%-41.6pp | 19.06%-1.8pp |
| Employer contribution / active EE | $1,744 | $1,883-7.4% | $4,305-59.5% | $3,526-50.6% |
| Participant deferral / active EE | $5,015 | $2,914+72.1% | $5,540-9.5% | $5,535-9.4% |
| Admin fee / account holder | $89 | $368-75.8% | $14,329-99.4% | $292-69.5% |