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 CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 99 · EIN 35-1151034 | Other Fees | $59,307 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,500 |
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 | $93,463 | $69,305+34.9% | $82,313+13.5% | $69,631+34.2% |
| Participation rate | 70.3% | 80.3%-10.0pp | 76.9%-6.6pp | 70.7%-0.4pp |
| Annual return | 14.49% | 21.47%-7.0pp | 25.88%-11.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $4,495 | $1,887+138.2% | $2,428+85.1% | $2,032+121.2% |
| Participant deferral / active EE | $2,914 | $3,568-18.3% | $3,706-21.4% | $3,224-9.6% |
| Admin fee / account holder | $8 | $97-92.1% | $5,608-99.9% | $110-93.1% |