Filed June 29, 2016 (most recent of 3 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 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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,557 |
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 | $53,001 | $62,928-15.8% | $172,739-69.3% | $67,579-21.6% |
| Participation rate | 93.1% | 64.5%+28.7pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 22.86% | 30.36%-7.5pp | 802.84%-780.0pp | 378.56%-355.7pp |
| Employer contribution / active EE | $433 | $1,636-73.6% | $5,143-91.6% | $2,148-79.9% |
| Participant deferral / active EE | $3,905 | $2,145+82.1% | $5,198-24.9% | $3,539+10.3% |
| Admin fee / account holder | $122 | $167-27.0% | $13,954-99.1% | $142-14.5% |