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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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $104,231 |
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 | $39,607 | $45,382-12.7% | $154,107-74.3% | $75,289-47.4% |
| Participation rate | 46.5% | 65.9%-19.4pp | 83.0%-36.5pp | 72.4%-25.9pp |
| Annual return | -3.73% | -0.47%-3.3pp | 735.12%-738.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $571 | $1,533-62.8% | $5,298-89.2% | $2,405-76.3% |
| Participant deferral / active EE | $3,479 | $2,384+45.9% | $5,081-31.5% | $3,739-6.9% |
| Admin fee / account holder | $71 | $89-20.0% | $13,411-99.5% | $102-30.2% |