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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $650,449 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,629 | $48,835+30.3% | $170,442-62.7% | $177,276-64.1% |
| Participation rate | 62.3% | 72.1%-9.8pp | 83.6%-21.3pp | 74.8%-12.5pp |
| Annual return | 16.03% | 19.44%-3.4pp | 205.93%-189.9pp | 21.25%-5.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,428 | $2,757+24.3% | $4,939-30.6% | $3,881-11.7% |
| Admin fee / account holder | $96 | $52+84.2% | $13,880-99.3% | $154-37.9% |