Filed December 9, 2019
Total covered: 4 employees
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 CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $230,756 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $28,243 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,800 | $37,039+34.5% | $147,614-66.3% | $59,188-15.9% |
| Participation rate | 78.7% | 63.8%+15.0pp | 84.6%-5.9pp | 69.4%+9.3pp |
| Annual return | 1.08% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,171 | $1,353+60.5% | $5,564-61.0% | $2,098+3.5% |
| Participant deferral / active EE | $4,014 | $2,094+91.7% | $4,895-18.0% | $3,265+22.9% |
| Admin fee / account holder | $72 | $60+20.1% | $11,611-99.4% | $92-21.6% |