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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140007 | Contract Administrator | $243,734 |
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 | $48,108 | $53,136-9.5% | $155,509-69.1% | $199,593-75.9% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.1pp | 72.0%+24.3pp |
| Annual return | 21.50% | 41.15%-19.6pp | 64.67%-43.2pp | 34.25%-12.7pp |
| Employer contribution / active EE | $1,882 | $1,851+1.7% | $4,672-59.7% | $3,034-38.0% |
| Participant deferral / active EE | $3,904 | $3,161+23.5% | $5,626-30.6% | $5,087-23.3% |
| Admin fee / account holder | $49 | $185-73.4% | $15,912-99.7% | $269-81.7% |