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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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $196,279 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,748 | $92,055-21.0% | $106,213-31.5% | $77,643-6.3% |
| Participation rate | 96.4% | 81.0%+15.4pp | 75.3%+21.1pp | 70.6%+25.8pp |
| Annual return | 14.90% | 17.91%-3.0pp | 116.14%-101.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,200 | $3,367-5.0% | $3,171+0.9% | $2,726+17.4% |
| Participant deferral / active EE | $7,376 | $5,386+37.0% | $5,016+47.1% | $4,647+58.7% |
| Admin fee / account holder | $330 | $219+50.9% | $11,033-97.0% | $430-23.2% |