Filed August 15, 2017
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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,845 | $52,953-41.7% | $172,739-82.1% | $65,185-52.7% |
| Participation rate | 49.0% | 66.2%-17.2pp | 82.6%-33.6pp | 70.2%-21.2pp |
| Annual return | 18.81% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,316 | $2,190-39.9% | $5,143-74.4% | $2,177-39.5% |
| Participant deferral / active EE | $2,382 | $2,471-3.6% | $5,198-54.2% | $3,514-32.2% |
| Admin fee / account holder | -$2 | $472-100.4% | $13,954-100.0% | $847-100.2% |