Filed October 6, 2020
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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $114,093 |
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 | $36,668 | $46,292-20.8% | $143,757-74.5% | $64,808-43.4% |
| Participation rate | 84.8% | 64.2%+20.6pp | 80.3%+4.5pp | 71.5%+13.4pp |
| Annual return | -12.68% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,474 | $1,910+29.5% | $4,951-50.0% | $2,506-1.3% |
| Participant deferral / active EE | $2,345 | $2,646-11.3% | $5,637-58.4% | $4,310-45.6% |
| Admin fee / account holder | $112 | $154-27.3% | $14,673-99.2% | $188-40.4% |