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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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,318 | $61,156-40.6% | $185,823-80.5% | $79,386-54.3% |
| Participation rate | 41.4% | 66.6%-25.2pp | 81.7%-40.3pp | 70.7%-29.3pp |
| Annual return | 13.64% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $689 | $2,321-70.3% | $5,167-86.7% | $2,427-71.6% |
| Participant deferral / active EE | $1,379 | $2,789-50.5% | $5,568-75.2% | $4,046-65.9% |
| Admin fee / account holder | $28 | $710-96.1% | $16,237-99.8% | $626-95.5% |