Filed March 26, 2018
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 9-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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,349 | $56,485-60.4% | $185,823-88.0% | $86,799-74.3% |
| Participation rate | 54.4% | 65.5%-11.1pp | 81.7%-27.3pp | 72.3%-17.9pp |
| Annual return | 15.76% | 118.04%-102.3pp | 122.05%-106.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $291 | $1,843-84.2% | $5,167-94.4% | $2,405-87.9% |
| Participant deferral / active EE | $988 | $2,553-61.3% | $5,568-82.3% | $4,131-76.1% |
| Admin fee / account holder | $0 | $150-99.8% | $16,237-100.0% | $170-99.9% |