Filed January 26, 2022
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 3-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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,491 |
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 | $76,884 | $50,982+50.8% | $154,803-50.3% | $85,563-10.1% |
| Participation rate | 96.5% | 59.8%+36.7pp | 78.1%+18.4pp | 66.0%+30.5pp |
| Annual return | 16.31% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,315 | $1,708+35.5% | $4,305-46.2% | $2,654-12.8% |
| Participant deferral / active EE | $5,740 | $2,474+132.0% | $5,540+3.6% | $4,375+31.2% |
| Admin fee / account holder | $71 | $846-91.6% | $14,329-99.5% | $834-91.5% |