Filed August 2, 2023 (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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $158,856 |
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 | $62,802 | $56,095+12.0% | $178,490-64.8% | $90,288-30.4% |
| Participation rate | 90.6% | 65.6%+25.0pp | 81.9%+8.6pp | 73.4%+17.2pp |
| Annual return | 14.11% | 28.81%-14.7pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,591 | $1,572+1.2% | $5,011-68.3% | $2,524-37.0% |
| Participant deferral / active EE | $4,404 | $2,669+65.0% | $5,202-15.3% | $4,232+4.1% |
| Admin fee / account holder | $68 | $101-32.3% | $13,984-99.5% | $114-40.2% |