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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,878 |
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 | $34,729 | $56,152-38.2% | $185,823-81.3% | $73,409-52.7% |
| Participation rate | 93.1% | 67.6%+25.5pp | 78.0%+15.0pp | 72.2%+20.9pp |
| Annual return | 15.41% | 17.59%-2.2pp | 35.95%-20.5pp | 59.29%-43.9pp |
| Employer contribution / active EE | $2,725 | $1,532+77.9% | $4,087-33.3% | $2,234+22.0% |
| Participant deferral / active EE | $5,394 | $3,659+47.4% | $5,632-4.2% | $3,805+41.8% |
| Admin fee / account holder | $167 | $132+26.3% | $9,500-98.2% | $158+5.6% |