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 CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $198,400 |
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 | $39,094 | $66,513-41.2% | $178,490-78.1% | $106,222-63.2% |
| Participation rate | 92.4% | 73.8%+18.6pp | 81.9%+10.5pp | 70.8%+21.6pp |
| Annual return | 20.15% | 21.81%-1.7pp | 151.07%-130.9pp | 21.69%-1.5pp |
| Employer contribution / active EE | $5,519 | $1,776+210.8% | $5,011+10.2% | $2,723+102.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $15 | $53-71.1% | $13,984-99.9% | $78-80.3% |