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 CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $50,003 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,954 | $81,908-80.5% | $90,749-82.4% | $64,808-75.4% |
| Participation rate | 99.4% | 80.5%+19.0pp | 75.7%+23.7pp | 71.5%+28.0pp |
| Annual return | -15.39% | -12.53%-2.9pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $255 | $3,065-91.7% | $2,921-91.3% | $2,506-89.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $74 | $157-53.1% | $8,445-99.1% | $188-60.8% |