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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,074 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,062 | $50,815-56.6% | $155,509-85.8% | $77,643-71.6% |
| Participation rate | 54.1% | 63.1%-9.0pp | 78.2%-24.1pp | 70.6%-16.5pp |
| Annual return | 9.40% | 34.80%-25.4pp | 64.67%-55.3pp | 31.24%-21.8pp |
| Employer contribution / active EE | $366 | $1,993-81.6% | $4,672-92.2% | $2,726-86.6% |
| Participant deferral / active EE | $1,194 | $2,822-57.7% | $5,626-78.8% | $4,647-74.3% |
| Admin fee / account holder | $1 | $437-99.8% | $15,912-100.0% | $430-99.8% |