Filed September 23, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $78,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,100 |
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 | $82,030 | $66,601+23.2% | $92,893-11.7% | $67,579+21.4% |
| Participation rate | 56.7% | 72.5%-15.8pp | 76.0%-19.3pp | 71.3%-14.6pp |
| Annual return | 23.61% | 92.58%-69.0pp | 109.41%-85.8pp | 378.56%-354.9pp |
| Employer contribution / active EE | $537 | $2,775-80.7% | $3,653-85.3% | $2,148-75.0% |
| Participant deferral / active EE | $3,325 | $3,157+5.3% | $4,236-21.5% | $3,539-6.0% |
| Admin fee / account holder | $17 | $199-91.7% | $5,794-99.7% | $142-88.3% |