Filed October 6, 2020
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 9-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 CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $70,083 |
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 | $48,523 | $52,293-7.2% | $178,490-72.8% | $73,409-33.9% |
| Participation rate | 91.2% | 65.3%+25.9pp | 81.9%+9.3pp | 72.2%+19.0pp |
| Annual return | 14.26% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,094 | $1,735+20.7% | $5,011-58.2% | $2,234-6.2% |
| Participant deferral / active EE | $1,846 | $2,332-20.9% | $5,202-64.5% | $3,805-51.5% |
| Admin fee / account holder | $87 | $127-32.0% | $13,984-99.4% | $158-45.1% |