See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $60,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,063 | $89,652+108.7% | $141,162+32.5% | $65,185+187.0% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.5%+12.1pp | 70.2%+24.3pp |
| Annual return | 29.71% | 32.79%-3.1pp | 71.39%-41.7pp | 29.38%+0.3pp |
| Employer contribution / active EE | $4,816 | $3,065+57.2% | $4,735+1.7% | $2,177+121.3% |
| Participant deferral / active EE | $11,986 | $5,691+110.6% | $6,709+78.7% | $3,514+241.1% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |