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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,376 | $61,156-42.2% | $185,823-81.0% | $79,386-55.4% |
| Participation rate | 67.0% | 66.6%+0.4pp | 81.7%-14.7pp | 70.7%-3.7pp |
| Annual return | 14.64% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,470 | $2,321-36.6% | $5,167-71.5% | $2,427-39.4% |
| Participant deferral / active EE | $2,289 | $2,789-17.9% | $5,568-58.9% | $4,046-43.4% |
| Admin fee / account holder | $48 | $710-93.2% | $16,237-99.7% | $626-92.3% |