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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 CORPORATION2 years Service code 13 · EIN 34-1140070 | Contract Administrator | $19,506 |
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 | $76,670 | $65,409+17.2% | $98,442-22.1% | $85,850-10.7% |
| Participation rate | 84.1% | 65.0%+19.1pp | 73.3%+10.7pp | 69.3%+14.7pp |
| Annual return | 11.90% | 21.76%-9.9pp | 1492.73%-1480.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,179 | $2,168+46.6% | $2,960+7.4% | $2,565+23.9% |
| Participant deferral / active EE | $5,290 | $3,166+67.1% | $4,276+23.7% | $3,952+33.9% |
| Admin fee / account holder | $168 | $4,593-96.3% | $5,949-97.2% | $6,260-97.3% |