Filed January 25, 2021 (most recent of 2 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 7-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 CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 218 GLENSIDE AVENUE · WYNCOTE, PA 19095 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,919 |
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 | $56,306 | $46,360+21.5% | $147,614-61.9% | $52,331+7.6% |
| Participation rate | 83.0% | 64.9%+18.1pp | 84.6%-1.6pp | 68.1%+14.9pp |
| Annual return | 0.57% | 1.62%-1.1pp | 61.98%-61.4pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,110 | $2,126+46.3% | $5,564-44.1% | $1,882+65.3% |
| Participant deferral / active EE | $3,781 | $2,258+67.5% | $4,895-22.8% | $3,022+25.1% |
| Admin fee / account holder | $144 | $766-81.2% | $11,611-98.8% | $592-75.7% |