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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,099 |
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 | $56,917 | $47,126+20.8% | $149,673-62.0% | $74,419-23.5% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.0pp | 70.7%+25.1pp |
| Annual return | 17.17% | 22.75%-5.6pp | 134.42%-117.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $805 | $1,905-57.8% | $4,818-83.3% | $2,637-69.5% |
| Participant deferral / active EE | $4,171 | $2,728+52.9% | $5,680-26.6% | $4,528-7.9% |
| Admin fee / account holder | $76 | $343-77.9% | $13,210-99.4% | $348-78.3% |