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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $873,165 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,228 | $69,238+31.8% | $185,823-50.9% | $101,517-10.1% |
| Participation rate | 68.2% | 73.5%-5.3pp | 81.7%-13.5pp | 74.6%-6.3pp |
| Annual return | 14.31% | 21.26%-7.0pp | 122.05%-107.7pp | 21.00%-6.7pp |
| Employer contribution / active EE | $1 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $4,706 | $3,764+25.0% | $5,568-15.5% | $4,873-3.4% |
| Admin fee / account holder | $116 | $66+74.4% | $16,237-99.3% | $139-17.1% |