See peer percentile detail with Solo.
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.
See the 8-year trajectory with Solo.
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,317 |
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 | $57,670 | $75,284-23.4% | $91,001-36.6% | $69,631-17.2% |
| Participation rate | 84.1% | 80.4%+3.7pp | 75.6%+8.5pp | 70.7%+13.4pp |
| Annual return | 18.68% | 48.40%-29.7pp | 4.60%+14.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,822 | $2,473-26.3% | $2,456-25.8% | $2,032-10.3% |
| Participant deferral / active EE | $4,528 | $3,700+22.4% | $3,547+27.6% | $3,224+40.5% |
| Admin fee / account holder | $81 | $111-26.4% | $5,417-98.5% | $110-26.3% |