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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $204,582 |
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 | $23,569 | $46,969-49.8% | $154,107-84.7% | $73,367-67.9% |
| Participation rate | 89.7% | 72.4%+17.3pp | 83.0%+6.7pp | 69.5%+20.2pp |
| Annual return | -5.16% | 821.68%-826.8pp | 735.12%-740.3pp | 173.45%-178.6pp |
| Employer contribution / active EE | $5,071 | $1,723+194.3% | $5,298-4.3% | $2,499+102.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $17 | $47-63.3% | $13,411-99.9% | $68-75.0% |