Filed January 28, 2022 (most recent of 2 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 9-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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,668 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,474 | $44,989-74.5% | $170,442-93.3% | $77,958-85.3% |
| Participation rate | 93.4% | 64.6%+28.7pp | 83.6%+9.8pp | 71.6%+21.7pp |
| Annual return | 20.88% | 19.61%+1.3pp | 205.93%-185.1pp | 20.87%0pp |
| Employer contribution / active EE | $527 | $1,466-64.1% | $5,433-90.3% | $2,310-77.2% |
| Participant deferral / active EE | $616 | $2,208-72.1% | $4,939-87.5% | $3,537-82.6% |
| Admin fee / account holder | $31 | $69-54.5% | $13,880-99.8% | $97-67.8% |