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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $538 |
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 | $30,289 | $77,899-61.1% | $149,673-79.8% | $75,163-59.7% |
| Participation rate | 79.7% | 65.6%+14.2pp | 78.8%+1.0pp | 67.2%+12.5pp |
| Annual return | 9.73% | 31.72%-22.0pp | 134.42%-124.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,284 | $3,137-59.1% | $4,818-73.3% | $2,670-51.9% |
| Participant deferral / active EE | $1,373 | $3,411-59.7% | $5,680-75.8% | $4,125-66.7% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |