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 10-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 CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $90,010 |
RKL LLP1 year Service code 10 · EIN 23-2108173 | Accounting | $12,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,280 |
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 | $149,576 | $155,795-4.0% | $136,294+9.7% | $69,631+114.8% |
| Participation rate | 98.5% | 75.2%+23.2pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 17.43% | 232464.33%-232446.9pp | 5155.94%-5138.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $2,461 | $2,991-17.7% | $4,695-47.6% | $2,032+21.1% |
| Participant deferral / active EE | $9,403 | $5,394+74.3% | $6,247+50.5% | $3,224+191.7% |
| Admin fee / account holder | $45 | $128-65.1% | $9,243-99.5% | $110-59.5% |