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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $386 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,662 | $85,202-73.4% | $172,739-86.9% | $72,985-68.9% |
| Participation rate | 97.5% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 4.65% | 27.32%-22.7pp | 802.84%-798.2pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,604 | $3,324-51.8% | $5,143-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $2,089 | $3,260-35.9% | $5,198-59.8% | $3,607-42.1% |
| Admin fee / account holder | $1 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |