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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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,170 |
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).
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 | $25,450 | $46,292-45.0% | $143,757-82.3% | $64,808-60.7% |
| Participation rate | 28.2% | 64.2%-36.0pp | 80.3%-52.1pp | 71.5%-43.3pp |
| Annual return | -16.34% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $238 | $1,910-87.6% | $4,951-95.2% | $2,506-90.5% |
| Participant deferral / active EE | $1,498 | $2,646-43.4% | $5,637-73.4% | $4,310-65.2% |
| Admin fee / account holder | $109 | $154-29.2% | $14,673-99.3% | $188-42.1% |