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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $251,578 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $20,908 |
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 | $54,089 | $37,213+45.3% | $156,549-65.4% | $63,975-15.5% |
| Participation rate | 75.8% | 65.0%+10.8pp | 84.0%-8.3pp | 71.1%+4.6pp |
| Annual return | 7.85% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,156 | $1,357+58.9% | $5,501-60.8% | $2,182-1.2% |
| Participant deferral / active EE | $4,133 | $2,070+99.7% | $4,871-15.1% | $3,356+23.1% |
| Admin fee / account holder | $73 | $56+29.0% | $13,027-99.4% | $70+3.1% |