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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $3,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,054 | $37,213+56.0% | $156,549-62.9% | $63,975-9.3% |
| Participation rate | 67.5% | 65.0%+2.5pp | 84.0%-16.5pp | 71.1%-3.7pp |
| Annual return | 9.01% | 47.89%-38.9pp | 32.23%-23.2pp | 48.65%-39.6pp |
| Employer contribution / active EE | $753 | $1,357-44.5% | $5,501-86.3% | $2,182-65.5% |
| Participant deferral / active EE | $2,550 | $2,070+23.2% | $4,871-47.7% | $3,356-24.0% |
| Admin fee / account holder | $4 | $56-92.5% | $13,027-100.0% | $70-94.0% |