Filed March 26, 2018
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 9-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 35-1140070 | Contract Administrator | $350 |
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 | $22,139 | $37,196-40.5% | $154,107-85.6% | $55,725-60.3% |
| Participation rate | 64.3% | 64.1%+0.2pp | 83.0%-18.7pp | 70.9%-6.6pp |
| Annual return | 6.22% | 1319.68%-1313.5pp | 735.12%-728.9pp | 244.93%-238.7pp |
| Employer contribution / active EE | $1,022 | $1,614-36.7% | $5,298-80.7% | $2,078-50.8% |
| Participant deferral / active EE | $1,066 | $2,068-48.5% | $5,081-79.0% | $3,356-68.2% |
| Admin fee / account holder | $1 | $102-99.1% | $13,411-100.0% | $115-99.2% |