Filed June 30, 2016
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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,410 | $47,977-61.6% | $154,107-88.1% | $56,287-67.3% |
| Participation rate | 32.0% | 66.2%-34.1pp | 83.0%-51.0pp | 69.9%-37.8pp |
| Annual return | 8.56% | 3.54%+5.0pp | 735.12%-726.6pp | -9.96%+18.5pp |
| Employer contribution / active EE | $544 | $2,169-74.9% | $5,298-89.7% | $2,111-74.3% |
| Participant deferral / active EE | $1,276 | $2,392-46.6% | $5,081-74.9% | $3,350-61.9% |
| Admin fee / account holder | $21 | $438-95.2% | $13,411-99.8% | $521-96.0% |