Filed January 15, 2019 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140007 | Contract Administrator | $193,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,142 | $50,1270% | $149,673-66.5% | $80,160-37.4% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.5pp |
| Annual return | 16.76% | 29.82%-13.1pp | 134.42%-117.7pp | 40.38%-23.6pp |
| Employer contribution / active EE | $2,255 | $1,865+21.0% | $4,818-53.2% | $2,978-24.3% |
| Participant deferral / active EE | $4,940 | $3,194+54.7% | $5,680-13.0% | $5,017-1.5% |
| Admin fee / account holder | $51 | $153-66.5% | $13,210-99.6% | $145-64.7% |