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 13 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $11,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,618 | $57,976-50.6% | $62,995-54.6% | $62,292-54.1% |
| Participation rate | 45.0% | 75.9%-30.9pp | 74.8%-29.8pp | 69.5%-24.5pp |
| Annual return | 15.74% | 17.54%-1.8pp | 87.57%-71.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $904 | $2,415-62.5% | $2,759-67.2% | $2,042-55.7% |
| Participant deferral / active EE | $1,695 | $2,956-42.7% | $3,329-49.1% | $3,169-46.5% |
| Admin fee / account holder | $210 | $276-23.7% | $3,600-94.2% | $479-56.1% |