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 CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 27 · EIN 23-1702591 | Advisory (Plan) | $29,072 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,067 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,173 | $80,753-60.2% | $136,294-76.4% | $62,292-48.4% |
| Participation rate | 92.8% | 73.5%+19.2pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 17.39% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,086 | $2,884-27.7% | $4,695-55.6% | $2,042+2.1% |
| Participant deferral / active EE | $3,197 | $5,164-38.1% | $6,247-48.8% | $3,169+0.9% |
| Admin fee / account holder | $284 | $525-45.9% | $9,243-96.9% | $479-40.7% |