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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,621 |
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 | $63,792 | $50,815+25.5% | $155,509-59.0% | $77,643-17.8% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.9pp |
| Annual return | 16.99% | 34.80%-17.8pp | 64.67%-47.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $818 | $1,993-59.0% | $4,672-82.5% | $2,726-70.0% |
| Participant deferral / active EE | $4,501 | $2,822+59.5% | $5,626-20.0% | $4,647-3.1% |
| Admin fee / account holder | $84 | $437-80.7% | $15,912-99.5% | $430-80.4% |