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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,284 |
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.
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 | $21,887 | $50,982-57.1% | $154,803-85.9% | $85,563-74.4% |
| Participation rate | 53.2% | 59.8%-6.6pp | 78.1%-24.9pp | 66.0%-12.7pp |
| Annual return | 8.19% | 30.35%-22.2pp | 58.88%-50.7pp | 31.51%-23.3pp |
| Employer contribution / active EE | $341 | $1,708-80.1% | $4,305-92.1% | $2,654-87.2% |
| Participant deferral / active EE | $1,191 | $2,474-51.9% | $5,540-78.5% | $4,375-72.8% |
| Admin fee / account holder | $1 | $846-99.9% | $14,329-100.0% | $834-99.9% |