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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,387 |
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 | $44,229 | $86,897-49.1% | $151,611-70.8% | $64,808-31.8% |
| Participation rate | 94.5% | 87.3%+7.3pp | 87.5%+7.0pp | 71.5%+23.1pp |
| Annual return | -15.64% | -3.57%-12.1pp | 3.33%-19.0pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,560 | $4,010-36.2% | $6,166-58.5% | $2,506+2.1% |
| Participant deferral / active EE | $3,684 | $6,690-44.9% | $8,363-56.0% | $4,310-14.5% |
| Admin fee / account holder | $89 | $153-41.8% | $11,616-99.2% | $188-52.6% |