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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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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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,907 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,390 | $55,415+34.2% | $155,509-52.2% | $74,495-0.1% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+15.0pp | 67.2%+25.9pp |
| Annual return | 15.62% | 268.50%-252.9pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,463 | $2,267-35.4% | $4,672-68.7% | $2,623-44.2% |
| Participant deferral / active EE | $6,262 | $2,836+120.8% | $5,626+11.3% | $4,346+44.1% |
| Admin fee / account holder | $394 | $1,738-77.3% | $15,912-97.5% | $1,942-79.7% |