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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $195,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,653 | $53,136-51.7% | $155,509-83.5% | $199,593-87.1% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.7pp | 72.0%+24.9pp |
| Annual return | 15.75% | 41.15%-25.4pp | 64.67%-48.9pp | 34.25%-18.5pp |
| Employer contribution / active EE | $1,940 | $1,851+4.8% | $4,672-58.5% | $3,034-36.1% |
| Participant deferral / active EE | $3,687 | $3,161+16.7% | $5,626-34.5% | $5,087-27.5% |
| Admin fee / account holder | $55 | $185-70.5% | $15,912-99.7% | $269-79.6% |