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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,309 |
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 | $51,516 | $46,292+11.3% | $143,757-64.2% | $64,808-20.5% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -15.59% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $780 | $1,910-59.1% | $4,951-84.2% | $2,506-68.9% |
| Participant deferral / active EE | $4,011 | $2,646+51.6% | $5,637-28.8% | $4,310-6.9% |
| Admin fee / account holder | $112 | $154-27.2% | $14,673-99.2% | $188-40.4% |