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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,619 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $20,833 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $5,176 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $64,174 | $55,453+15.7% | $170,442-62.3% | $62,292+3.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 21.38%-1.6pp | 205.93%-186.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,947 | $2,164+82.4% | $5,433-27.3% | $2,042+93.3% |
| Participant deferral / active EE | $4,826 | $2,303+109.6% | $4,939-2.3% | $3,169+52.3% |
| Admin fee / account holder | $190 | $455-58.2% | $13,880-98.6% | $479-60.3% |