Filed February 26, 2020 (most recent of 3 filings on file)
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 CORPORATION3 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $46,077 |
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 | $16,512 | $62,928-73.8% | $172,739-90.4% | $67,579-75.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 18.56% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $2,793 | $1,636+70.7% | $5,143-45.7% | $2,148+30.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $59 | $167-64.6% | $13,954-99.6% | $142-58.5% |