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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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,524 |
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 | $76,329 | $58,083+31.4% | $80,019-4.6% | $56,287+35.6% |
| Participation rate | 59.9% | 73.6%-13.7pp | 75.8%-15.9pp | 69.9%-10.0pp |
| Annual return | -3.61% | 34.61%-38.2pp | 11.22%-14.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $482 | $1,932-75.0% | $2,468-80.5% | $2,111-77.1% |
| Participant deferral / active EE | $2,632 | $3,135-16.0% | $3,686-28.6% | $3,350-21.4% |
| Admin fee / account holder | $17 | $623-97.2% | $6,521-99.7% | $521-96.7% |