Filed August 1, 2024
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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,078 |
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 | $32,378 | $42,810-24.4% | $169,463-80.9% | $55,725-41.9% |
| Participation rate | 63.8% | 64.7%-0.9pp | 77.8%-13.9pp | 70.9%-7.0pp |
| Annual return | -6.55% | -3.61%-2.9pp | 1.83%-8.4pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,834 | $1,402+30.9% | $4,159-55.9% | $2,078-11.7% |
| Participant deferral / active EE | $3,759 | $3,141+19.7% | $5,277-28.8% | $3,356+12.0% |
| Admin fee / account holder | $198 | $106+86.1% | $9,109-97.8% | $115+72.0% |