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 CORPORATION4+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $57,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,696 | $37,196-49.7% | $154,107-87.9% | $55,725-66.4% |
| Participation rate | 38.8% | 64.1%-25.3pp | 83.0%-44.3pp | 70.9%-32.1pp |
| Annual return | -4.37% | 1319.68%-1324.0pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $608 | $1,614-62.3% | $5,298-88.5% | $2,078-70.7% |
| Participant deferral / active EE | $1,443 | $2,068-30.3% | $5,081-71.6% | $3,356-57.0% |
| Admin fee / account holder | $179 | $102+76.6% | $13,411-98.7% | $115+55.8% |