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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 CORPORATION2 years Service code 13 · EIN 35-1140090 | Contract Administrator | $26,172 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $9,264 |
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 | $86,334 | $58,083+48.6% | $80,019+7.9% | $56,287+53.4% |
| Participation rate | 66.2% | 73.6%-7.4pp | 75.8%-9.6pp | 69.9%-3.6pp |
| Annual return | -5.26% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $813 | $1,932-57.9% | $2,468-67.1% | $2,111-61.5% |
| Participant deferral / active EE | $3,921 | $3,135+25.1% | $3,686+6.4% | $3,350+17.1% |
| Admin fee / account holder | $206 | $623-66.9% | $6,521-96.8% | $521-60.5% |