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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.
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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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $108,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,736 | $70,908+135.1% | $98,907+68.6% | $73,488+126.9% |
| Participation rate | 93.0% | 73.8%+19.2pp | 76.0%+17.0pp | 70.7%+22.3pp |
| Annual return | 16.89% | 34.17%-17.3pp | 196.43%-179.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $5,780 | $2,036+183.8% | $2,689+115.0% | $2,270+154.6% |
| Participant deferral / active EE | $8,959 | $3,500+156.0% | $4,244+111.1% | $3,740+139.6% |
| Admin fee / account holder | $596 | $535+11.5% | $6,642-91.0% | $513+16.2% |