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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 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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,103 |
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 | $58,579 | $74,347-21.2% | $93,606-37.4% | $67,579-13.3% |
| Participation rate | 90.6% | 80.6%+10.0pp | 75.8%+14.7pp | 71.3%+19.3pp |
| Annual return | 21.45% | 28.07%-6.6pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,265 | $2,583-12.3% | $2,718-16.6% | $2,148+5.5% |
| Participant deferral / active EE | $5,071 | $4,060+24.9% | $4,069+24.6% | $3,539+43.3% |
| Admin fee / account holder | $148 | $123+21.0% | $7,888-98.1% | $142+4.4% |