Filed January 15, 2019 (most recent of 4 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $24,642 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $144 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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 | $20,700 | $37,039-44.1% | $147,614-86.0% | $59,188-65.0% |
| Participation rate | 97.4% | 63.8%+33.6pp | 84.6%+12.8pp | 69.4%+28.0pp |
| Annual return | 1.52% | 7.19%-5.7pp | 61.98%-60.5pp | 5.51%-4.0pp |
| Employer contribution / active EE | $1,344 | $1,353-0.7% | $5,564-75.9% | $2,098-35.9% |
| Participant deferral / active EE | $2,220 | $2,094+6.0% | $4,895-54.6% | $3,265-32.0% |
| Admin fee / account holder | $7 | $60-88.9% | $11,611-99.9% | $92-92.8% |