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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.
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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,291 | $65,322-67.4% | $70,449-69.8% | $73,488-71.0% |
| Participation rate | 87.8% | 77.0%+10.8pp | 75.1%+12.7pp | 70.7%+17.1pp |
| Annual return | 13.36% | 15.71%-2.3pp | 109.03%-95.7pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,086 | $2,460-55.9% | $2,737-60.3% | $2,270-52.2% |
| Participant deferral / active EE | $3,075 | $3,375-8.9% | $3,709-17.1% | $3,740-17.8% |
| Admin fee / account holder | $47 | $214-78.2% | $3,845-98.8% | $513-90.9% |