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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $160,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,138 | $45,000+22.5% | $143,757-61.6% | $77,904-29.2% |
| Participation rate | 90.1% | 66.8%+23.3pp | 80.3%+9.8pp | 73.7%+16.5pp |
| Annual return | -15.37% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,714 | $1,870-8.3% | $4,951-65.4% | $2,848-39.8% |
| Participant deferral / active EE | $5,052 | $3,157+60.0% | $5,637-10.4% | $4,806+5.1% |
| Admin fee / account holder | $61 | $98-38.3% | $14,673-99.6% | $133-54.2% |