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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 | $1,075 |
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 | $68,897 | $80,717-14.6% | $154,803-55.5% | $84,808-18.8% |
| Participation rate | 97.8% | 66.8%+30.9pp | 78.1%+19.7pp | 68.3%+29.4pp |
| Annual return | 16.96% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,511 | $2,761+63.4% | $4,305+4.8% | $2,631+71.5% |
| Participant deferral / active EE | $3,954 | $3,303+19.7% | $5,540-28.6% | $4,212-6.1% |
| Admin fee / account holder | $49 | $6,746-99.3% | $14,329-99.7% | $7,344-99.3% |