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 CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $178,701 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,297 | $83,057-49.1% | $143,757-70.6% | $89,394-52.7% |
| Participation rate | 89.5% | 74.0%+15.5pp | 80.3%+9.2pp | 71.3%+18.2pp |
| Annual return | -15.81% | -13.97%-1.8pp | -0.04%-15.8pp | -11.89%-3.9pp |
| Employer contribution / active EE | $6,536 | $2,095+212.0% | $4,951+32.0% | $3,022+116.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $14 | $83-83.6% | $14,673-99.9% | $79-82.9% |