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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,526 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $42,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,419 | $56,443+35.4% | $83,848-8.9% | $55,725+37.1% |
| Participation rate | 59.9% | 72.0%-12.1pp | 76.1%-16.2pp | 70.9%-10.9pp |
| Annual return | 12.74% | 393.67%-380.9pp | 850.88%-838.1pp | 244.93%-232.2pp |
| Employer contribution / active EE | $837 | $2,682-68.8% | $3,631-77.0% | $2,078-59.7% |
| Participant deferral / active EE | $2,825 | $2,965-4.7% | $4,082-30.8% | $3,356-15.8% |
| Admin fee / account holder | $335 | $156+114.7% | $5,478-93.9% | $115+191.2% |