Filed June 26, 2020 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 27 · EIN 35-0472300 | Advisory (Plan) | $10,878 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,551 | $43,110-54.6% | $156,549-87.5% | $65,292-70.1% |
| Participation rate | 76.7% | 69.3%+7.4pp | 84.0%-7.3pp | 72.4%+4.3pp |
| Annual return | 6.91% | 11.24%-4.3pp | 32.23%-25.3pp | 11.84%-4.9pp |
| Employer contribution / active EE | $1,724 | $1,702+1.3% | $5,501-68.7% | $2,302-25.1% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $1 | $47-97.4% | $13,027-100.0% | $57-97.9% |