Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $588,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,776 | $43,110+27.1% | $156,549-65.0% | $65,292-16.1% |
| Participation rate | 60.9% | 69.3%-8.4pp | 84.0%-23.1pp | 72.4%-11.5pp |
| Annual return | 8.02% | 11.24%-3.2pp | 32.23%-24.2pp | 11.84%-3.8pp |
| Employer contribution / active EE | -$57 | $1,702-103.3% | $5,501-101.0% | $2,302-102.5% |
| Participant deferral / active EE | $3,185 | $2,520+26.4% | $4,871-34.6% | $3,579-11.0% |
| Admin fee / account holder | $87 | $47+84.3% | $13,027-99.3% | $57+51.8% |