Filed August 15, 2017
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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $560 |
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 | $27,229 | $75,828-64.1% | $147,614-81.6% | $59,632-54.3% |
| Participation rate | 70.5% | 71.6%-1.1pp | 84.6%-14.1pp | 68.7%+1.8pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,567 | $3,485-55.0% | $5,564-71.8% | $2,203-28.9% |
| Participant deferral / active EE | $2,752 | $3,130-12.1% | $4,895-43.8% | $3,192-13.8% |
| Admin fee / account holder | $4 | $5,985-99.9% | $11,611-100.0% | $4,297-99.9% |