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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
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 | $33,010 | $58,879-43.9% | $178,490-81.5% | $73,488-55.1% |
| Participation rate | 60.4% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.3pp |
| Annual return | 13.07% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,503 | $2,236-32.8% | $5,011-70.0% | $2,270-33.8% |
| Participant deferral / active EE | $2,556 | $2,567-0.4% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $2 | $400-99.4% | $13,984-100.0% | $513-99.5% |