Filed January 7, 2025 (most recent of 4 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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,645 |
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 | $40,701 | $88,515-54.0% | $162,163-74.9% | $67,579-39.8% |
| Participation rate | 94.4% | 86.8%+7.6pp | 87.6%+6.9pp | 71.3%+23.2pp |
| Annual return | 20.63% | 27.04%-6.4pp | 115.59%-95.0pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,880 | $3,563-47.2% | $5,614-66.5% | $2,148-12.5% |
| Participant deferral / active EE | $3,294 | $5,724-42.5% | $7,298-54.9% | $3,539-6.9% |
| Admin fee / account holder | $5 | $124-96.1% | $10,843-100.0% | $142-96.7% |