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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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $801 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,603 | $51,197+73.1% | $82,719+7.1% | $66,914+32.4% |
| Participation rate | 90.8% | 67.8%+23.0pp | 72.6%+18.2pp | 69.8%+21.0pp |
| Annual return | -8.55% | -9.64%+1.1pp | 701.18%-709.7pp | 1.58%-10.1pp |
| Employer contribution / active EE | $6,570 | $2,611+151.6% | $3,009+118.3% | $2,544+158.2% |
| Participant deferral / active EE | $4,216 | $3,458+21.9% | $4,395-4.1% | $4,237-0.5% |
| Admin fee / account holder | $5 | $416-98.9% | $5,329-99.9% | $593-99.2% |