Filed October 9, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $706 |
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 | $30,999 | $95,416-67.5% | $185,823-83.3% | $85,850-63.9% |
| Participation rate | 94.8% | 68.8%+26.0pp | 81.7%+13.1pp | 69.3%+25.5pp |
| Annual return | 23.01% | 23.59%-0.6pp | 122.05%-99.0pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,384 | $3,314-58.2% | $5,167-73.2% | $2,565-46.0% |
| Participant deferral / active EE | $1,889 | $3,423-44.8% | $5,568-66.1% | $3,952-52.2% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |