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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $348,455 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $15,055 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,126 | $56,095+46.4% | $178,490-54.0% | $90,288-9.0% |
| Participation rate | 71.5% | 65.6%+5.9pp | 81.9%-10.4pp | 73.4%-1.9pp |
| Annual return | 12.03% | 28.81%-16.8pp | 151.07%-139.0pp | 53.97%-41.9pp |
| Employer contribution / active EE | $2,239 | $1,572+42.4% | $5,011-55.3% | $2,524-11.3% |
| Participant deferral / active EE | $4,591 | $2,669+72.0% | $5,202-11.7% | $4,232+8.5% |
| Admin fee / account holder | $92 | $101-8.3% | $13,984-99.3% | $114-19.0% |