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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,011 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,830 | $111,491-51.7% | $189,513-71.6% | $86,799-38.0% |
| Participation rate | 90.1% | 87.3%+2.8pp | 87.8%+2.3pp | 72.3%+17.8pp |
| Annual return | 15.40% | 83.50%-68.1pp | 555.15%-539.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $2,391 | $3,951-39.5% | $6,162-61.2% | $2,405-0.6% |
| Participant deferral / active EE | $3,447 | $6,437-46.4% | $8,221-58.1% | $4,131-16.5% |
| Admin fee / account holder | $92 | $189-51.5% | $12,045-99.2% | $170-46.0% |