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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,040 | $37,213-22.0% | $156,549-81.4% | $63,975-54.6% |
| Participation rate | 41.6% | 65.0%-23.4pp | 84.0%-42.4pp | 71.1%-29.6pp |
| Annual return | 21.86% | 47.89%-26.0pp | 32.23%-10.4pp | 48.65%-26.8pp |
| Employer contribution / active EE | $1,039 | $1,357-23.4% | $5,501-81.1% | $2,182-52.4% |
| Participant deferral / active EE | $2,776 | $2,070+34.1% | $4,871-43.0% | $3,356-17.3% |
| Admin fee / account holder | $55 | $56-3.1% | $13,027-99.6% | $70-22.5% |