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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 99 · EIN 35-0472300 | Other Fees | $70,263 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $4,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,364 | $61,058+25.1% | $71,209+7.2% | $85,563-10.8% |
| Participation rate | 68.3% | 58.6%+9.8pp | 73.8%-5.4pp | 66.0%+2.4pp |
| Annual return | 14.99% | 100.41%-85.4pp | 282.51%-267.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $2,929 | $2,199+33.2% | $2,721+7.7% | $2,654+10.4% |
| Participant deferral / active EE | $1,594 | $3,173-49.7% | $4,175-61.8% | $4,375-63.6% |
| Admin fee / account holder | $272 | $855-68.1% | $5,349-94.9% | $834-67.3% |