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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.
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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 Service code 13 · EIN 35-1140070 | Contract Administrator | $35,837 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,745 | $65,061-54.3% | $143,757-79.3% | $66,914-55.5% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -13.11% | -11.14%-2.0pp | -0.04%-13.1pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,367 | $2,361-42.1% | $4,951-72.4% | $2,544-46.3% |
| Participant deferral / active EE | $3,538 | $2,919+21.2% | $5,637-37.2% | $4,237-16.5% |
| Admin fee / account holder | $113 | $502-77.5% | $14,673-99.2% | $593-81.0% |