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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 CORPORATION9 years Filed as: LINCOLN RETIRMENT SERVICES Service code 13 · EIN 35-0472300 | Contract Administrator | $103,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $154,811 | $88,083+75.8% | $164,813-6.1% | $74,495+107.8% |
| Participation rate | 61.4% | 73.0%-11.6pp | 78.6%-17.2pp | 67.2%-5.8pp |
| Annual return | 15.13% | 17.26%-2.1pp | 69.93%-54.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,960 | $2,593-24.4% | $4,341-54.9% | $2,623-25.3% |
| Participant deferral / active EE | $4,450 | $4,498-1.1% | $6,031-26.2% | $4,346+2.4% |
| Admin fee / account holder | $691 | $2,234-69.1% | $12,690-94.6% | $1,942-64.4% |