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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.
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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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $171,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,882 | $50,127+33.4% | $149,673-55.3% | $80,160-16.6% |
| Participation rate | 49.3% | 64.3%-15.0pp | 78.8%-29.5pp | 72.9%-23.7pp |
| Annual return | 16.47% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $783 | $1,865-58.0% | $4,818-83.7% | $2,978-73.7% |
| Participant deferral / active EE | $4,290 | $3,194+34.3% | $5,680-24.5% | $5,017-14.5% |
| Admin fee / account holder | $89 | $153-41.6% | $13,210-99.3% | $145-38.5% |