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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $137,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,474 | $50,127-57.2% | $149,673-85.7% | $80,160-73.2% |
| Participation rate | 96.0% | 64.3%+31.7pp | 78.8%+17.2pp | 72.9%+23.1pp |
| Annual return | 20.59% | 29.82%-9.2pp | 134.42%-113.8pp | 40.38%-19.8pp |
| Employer contribution / active EE | $1,854 | $1,865-0.6% | $4,818-61.5% | $2,978-37.7% |
| Participant deferral / active EE | $3,309 | $3,194+3.6% | $5,680-41.7% | $5,017-34.1% |
| Admin fee / account holder | $43 | $153-72.1% | $13,210-99.7% | $145-70.6% |