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 CORPORATION3 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $79,257 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,122 | $99,957-41.9% | $149,696-61.2% | $73,488-20.9% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 22.04% | 53.87%-31.8pp | 276.60%-254.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $5,016 | $3,191+57.2% | $4,644+8.0% | $2,270+121.0% |
| Participant deferral / active EE | $6,517 | $6,073+7.3% | $6,842-4.7% | $3,740+74.3% |
| Admin fee / account holder | $294 | $551-46.7% | $9,309-96.8% | $513-42.8% |