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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,931 |
Service code 27 · EIN 54-1498950 | Advisory (Plan) | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,565 | $65,061-66.9% | $143,757-85.0% | $66,914-67.8% |
| Participation rate | 72.3% | 65.2%+7.1pp | 80.3%-8.0pp | 69.8%+2.5pp |
| Annual return | -14.61% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $953 | $2,361-59.6% | $4,951-80.8% | $2,544-62.6% |
| Participant deferral / active EE | $1,623 | $2,919-44.4% | $5,637-71.2% | $4,237-61.7% |
| Admin fee / account holder | $71 | $502-85.9% | $14,673-99.5% | $593-88.1% |