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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,664 | $52,293-60.5% | $178,490-88.4% | $73,409-71.9% |
| Participation rate | 61.5% | 65.3%-3.8pp | 81.9%-20.4pp | 72.2%-10.7pp |
| Annual return | 4.82% | 34.75%-29.9pp | 151.07%-146.3pp | 59.29%-54.5pp |
| Employer contribution / active EE | $576 | $1,735-66.8% | $5,011-88.5% | $2,234-74.2% |
| Participant deferral / active EE | $1,010 | $2,332-56.7% | $5,202-80.6% | $3,805-73.5% |
| Admin fee / account holder | $1 | $127-99.3% | $13,984-100.0% | $158-99.5% |