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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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $95,735 |
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 | $38,408 | $44,989-14.6% | $170,442-77.5% | $77,958-50.7% |
| Participation rate | 42.5% | 64.6%-22.1pp | 83.6%-41.1pp | 71.6%-29.2pp |
| Annual return | 17.67% | 19.61%-1.9pp | 205.93%-188.3pp | 20.87%-3.2pp |
| Employer contribution / active EE | $1,094 | $1,466-25.4% | $5,433-79.9% | $2,310-52.6% |
| Participant deferral / active EE | $2,927 | $2,208+32.6% | $4,939-40.7% | $3,537-17.2% |
| Admin fee / account holder | $72 | $69+4.1% | $13,880-99.5% | $97-26.3% |