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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $390,000 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,229 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,248 | $45,000+78.3% | $143,757-44.2% | $77,904+3.0% |
| Participation rate | 72.4% | 66.8%+5.6pp | 80.3%-7.9pp | 73.7%-1.3pp |
| Annual return | -11.74% | 29.03%-40.8pp | -0.04%-11.7pp | 12.21%-23.9pp |
| Employer contribution / active EE | $2,572 | $1,870+37.6% | $4,951-48.0% | $2,848-9.7% |
| Participant deferral / active EE | $5,468 | $3,157+73.2% | $5,637-3.0% | $4,806+13.8% |
| Admin fee / account holder | $97 | $98-1.9% | $14,673-99.3% | $133-27.1% |