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 Service code 13 · EIN 35-1140070 | Contract Administrator | $62,273 |
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 | $45,805 | $43,999+4.1% | $79,464-42.4% | $55,725-17.8% |
| Participation rate | 98.8% | 66.9%+31.9pp | 73.3%+25.5pp | 70.9%+28.0pp |
| Annual return | -5.50% | 1.81%-7.3pp | 718.14%-723.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,922 | $1,830+59.7% | $2,800+4.3% | $2,078+40.6% |
| Participant deferral / active EE | $3,514 | $2,538+38.4% | $3,704-5.1% | $3,356+4.7% |
| Admin fee / account holder | $220 | $118+87.2% | $5,113-95.7% | $115+91.0% |