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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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,124 |
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 | $58,030 | $81,248-28.6% | $155,509-62.7% | $80,856-28.2% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 15.56% | 33.31%-17.7pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,161 | $3,100+34.2% | $4,672-10.9% | $2,755+51.1% |
| Participant deferral / active EE | $3,962 | $3,452+14.8% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $40 | $7,997-99.5% | $15,912-99.8% | $6,918-99.4% |