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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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,127 | $60,776-30.7% | $85,682-50.8% | $79,386-46.9% |
| Participation rate | 92.2% | 62.1%+30.1pp | 69.9%+22.3pp | 70.7%+21.5pp |
| Annual return | 0.00% | 16.57%-16.6pp | 21.49%-21.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $4,419 | $1,663+165.7% | $2,618+68.8% | $2,427+82.1% |
| Participant deferral / active EE | $6,924 | $2,919+137.2% | $3,923+76.5% | $4,046+71.1% |
| Admin fee / account holder | $95 | $438-78.3% | $6,873-98.6% | $626-84.8% |