See peer percentile detail with Solo.
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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,196 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,893 | $55,636-66.0% | $81,983-77.0% | $73,488-74.3% |
| Participation rate | 84.0% | 62.3%+21.7pp | 69.2%+14.8pp | 70.7%+13.4pp |
| Annual return | 12.07% | 19.07%-7.0pp | 41.31%-29.2pp | 28.51%-16.4pp |
| Employer contribution / active EE | $571 | $1,625-64.8% | $2,498-77.1% | $2,270-74.8% |
| Participant deferral / active EE | $1,733 | $2,762-37.2% | $3,722-53.4% | $3,740-53.6% |
| Admin fee / account holder | $110 | $493-77.7% | $5,664-98.1% | $513-78.6% |