Filed February 19, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $33,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,081 | $54,193-66.6% | $93,606-80.7% | $77,643-76.7% |
| Participation rate | 92.0% | 63.9%+28.0pp | 68.7%+23.2pp | 70.6%+21.4pp |
| Annual return | 8.48% | 30.54%-22.1pp | 133.20%-124.7pp | 31.24%-22.8pp |
| Employer contribution / active EE | $666 | $1,168-43.0% | $2,420-72.5% | $2,726-75.6% |
| Participant deferral / active EE | $1,928 | $3,144-38.7% | $4,411-56.3% | $4,647-58.5% |
| Admin fee / account holder | $49 | $576-91.5% | $8,285-99.4% | $430-88.6% |