Filed October 31, 2017
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 | $26,274 |
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 | $40,209 | $52,953-24.1% | $172,739-76.7% | $65,185-38.3% |
| Participation rate | 70.4% | 66.2%+4.2pp | 82.6%-12.3pp | 70.2%+0.2pp |
| Annual return | 25.15% | 30.12%-5.0pp | 802.84%-777.7pp | 29.38%-4.2pp |
| Employer contribution / active EE | $547 | $2,190-75.0% | $5,143-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $3,447 | $2,471+39.5% | $5,198-33.7% | $3,514-1.9% |
| Admin fee / account holder | $153 | $472-67.5% | $13,954-98.9% | $847-81.9% |