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 CORPORATION6+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $54,518 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,460 | $94,621-76.3% | $138,135-83.7% | $73,409-69.4% |
| Participation rate | 91.7% | 83.4%+8.2pp | 78.7%+13.0pp | 72.2%+19.5pp |
| Annual return | 15.73% | 16.57%-0.8pp | 20.51%-4.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,621 | $4,410-63.2% | $5,587-71.0% | $2,234-27.4% |
| Participant deferral / active EE | $5,964 | $6,199-3.8% | $6,431-7.3% | $3,805+56.7% |
| Admin fee / account holder | $88 | $140-37.3% | $11,856-99.3% | $158-44.3% |