Filed September 11, 2023 (most recent of 2 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 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 |
|---|---|---|
LINCON NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $134,811 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,116 | $45,000-64.2% | $143,757-88.8% | $77,904-79.3% |
| Participation rate | 95.9% | 66.8%+29.1pp | 80.3%+15.6pp | 73.7%+22.2pp |
| Annual return | -17.06% | 29.03%-46.1pp | -0.04%-17.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $1,303 | $1,870-30.3% | $4,951-73.7% | $2,848-54.2% |
| Participant deferral / active EE | $2,871 | $3,157-9.0% | $5,637-49.1% | $4,806-40.3% |
| Admin fee / account holder | $44 | $98-55.3% | $14,673-99.7% | $133-66.8% |