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 |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $15,353 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $665 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 28 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Investment Management | $20 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $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 | $0 | $52,467-100.0% | $57,179-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 75.3%-75.3pp | 69.0%-69.0pp |
| Annual return | 6.18% | 7.72%-1.5pp | 14.59%-8.4pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,395 | $2,830+90.6% | $3,096+74.2% | $3,054+76.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |