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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $165,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,839 | $50,127+25.4% | $149,673-58.0% | $80,160-21.6% |
| Participation rate | 99.9% | 64.3%+35.6pp | 78.8%+21.1pp | 72.9%+27.0pp |
| Annual return | 17.79% | 29.82%-12.0pp | 134.42%-116.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $1,969 | $1,865+5.6% | $4,818-59.1% | $2,978-33.9% |
| Participant deferral / active EE | $5,486 | $3,194+71.8% | $5,680-3.4% | $5,017+9.3% |
| Admin fee / account holder | $59 | $153-61.1% | $13,210-99.6% | $145-59.0% |