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 CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $32,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,281 | $59,839+55.9% | $81,983+13.8% | $79,858+16.8% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.2%+24.1pp | 69.6%+23.7pp |
| Annual return | 12.09% | 17.56%-5.5pp | 41.31%-29.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,506 | $1,713-12.1% | $2,498-39.7% | $2,471-39.0% |
| Participant deferral / active EE | $5,634 | $2,695+109.0% | $3,722+51.4% | $3,740+50.6% |
| Admin fee / account holder | $304 | $4,287-92.9% | $5,664-94.6% | $5,306-94.3% |