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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $657 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $30,104 | $52,953-43.2% | $172,739-82.6% | $65,185-53.8% |
| Participation rate | 45.0% | 66.2%-21.2pp | 82.6%-37.6pp | 70.2%-25.2pp |
| Annual return | 5.82% | 30.12%-24.3pp | 802.84%-797.0pp | 29.38%-23.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $789 | $2,471-68.1% | $5,198-84.8% | $3,514-77.5% |
| Admin fee / account holder | $6 | $472-98.8% | $13,954-100.0% | $847-99.3% |