Filed February 26, 2020 (most recent of 3 filings on file)
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 CORPORATION4 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $47,896 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,116 | $85,135-79.9% | $98,907-82.7% | $73,409-76.7% |
| Participation rate | 99.5% | 81.1%+18.4pp | 76.0%+23.5pp | 72.2%+27.4pp |
| Annual return | 9.77% | 19.14%-9.4pp | 196.43%-186.7pp | 59.29%-49.5pp |
| Employer contribution / active EE | $1,298 | $2,721-52.3% | $2,689-51.7% | $2,234-41.9% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $64 | $139-54.2% | $6,642-99.0% | $158-59.6% |