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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 CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,464 |
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 | $20,409 | $50,982-60.0% | $154,803-86.8% | $85,563-76.1% |
| Participation rate | 59.5% | 59.8%-0.3pp | 78.1%-18.6pp | 66.0%-6.5pp |
| Annual return | 13.95% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.6pp |
| Employer contribution / active EE | $401 | $1,708-76.5% | $4,305-90.7% | $2,654-84.9% |
| Participant deferral / active EE | $1,312 | $2,474-47.0% | $5,540-76.3% | $4,375-70.0% |
| Admin fee / account holder | $94 | $846-88.9% | $14,329-99.3% | $834-88.7% |