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 10-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 | $1,275 |
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 | $58,450 | $77,899-25.0% | $149,673-60.9% | $75,163-22.2% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 13.41% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,227 | $3,137+34.7% | $4,818-12.3% | $2,670+58.3% |
| Participant deferral / active EE | $4,413 | $3,411+29.4% | $5,680-22.3% | $4,125+7.0% |
| Admin fee / account holder | $36 | $5,956-99.4% | $13,210-99.7% | $5,651-99.4% |