See peer percentile detail with Solo.
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 8-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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,864 |
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 | $50,148 | $65,223-23.1% | $80,019-37.3% | $55,725-10.0% |
| Participation rate | 90.0% | 80.6%+9.4pp | 75.8%+14.2pp | 70.9%+19.1pp |
| Annual return | -3.21% | 7.59%-10.8pp | 11.22%-14.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,956 | $2,544-23.1% | $2,468-20.8% | $2,078-5.9% |
| Participant deferral / active EE | $4,970 | $3,881+28.1% | $3,686+34.8% | $3,356+48.1% |
| Admin fee / account holder | $20 | $114-82.7% | $6,521-99.7% | $115-82.9% |