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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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $64,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,325 | $50,815-28.5% | $155,509-76.6% | $77,643-53.2% |
| Participation rate | 35.2% | 63.1%-27.9pp | 78.2%-43.0pp | 70.6%-35.4pp |
| Annual return | 13.31% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $11 | $1,993-99.4% | $4,672-99.8% | $2,726-99.6% |
| Participant deferral / active EE | $2,014 | $2,822-28.6% | $5,626-64.2% | $4,647-56.7% |
| Admin fee / account holder | $178 | $437-59.1% | $15,912-98.9% | $430-58.5% |