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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 Filed as: LINCOLN FINANCIAL ADVSORS CORP Service code 99 · EIN 35-1151034 | Other Fees | $44,396 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,043 | $40,174+61.9% | $84,015-22.6% | $67,579-3.8% |
| Participation rate | 66.3% | 62.7%+3.6pp | 69.0%-2.7pp | 71.3%-5.0pp |
| Annual return | 24.57% | 25.82%-1.2pp | 71.31%-46.7pp | 378.56%-354.0pp |
| Employer contribution / active EE | $373 | $808-53.8% | $1,983-81.2% | $2,148-82.6% |
| Participant deferral / active EE | $3,755 | $2,301+63.2% | $3,239+15.9% | $3,539+6.1% |
| Admin fee / account holder | $75 | $128-41.4% | $6,101-98.8% | $142-47.2% |