Filed October 9, 2019
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 10-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $362 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,867 | $76,000-72.5% | $154,107-86.5% | $64,186-67.5% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | 7.38% | 30.32%-22.9pp | 735.12%-727.7pp | 7.63%-0.3pp |
| Employer contribution / active EE | $1,313 | $3,351-60.8% | $5,298-75.2% | $2,381-44.9% |
| Participant deferral / active EE | $1,614 | $3,175-49.2% | $5,081-68.2% | $3,470-53.5% |
| Admin fee / account holder | $1 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |