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 | $229,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,049 | $69,238-63.8% | $185,823-86.5% | $101,517-75.3% |
| Participation rate | 47.9% | 73.5%-25.7pp | 81.7%-33.8pp | 74.6%-26.7pp |
| Annual return | 13.77% | 21.26%-7.5pp | 122.05%-108.3pp | 21.00%-7.2pp |
| Employer contribution / active EE | $989 | $2,104-53.0% | $5,167-80.9% | $2,973-66.7% |
| Participant deferral / active EE | $8 | $3,764-99.8% | $5,568-99.9% | $4,873-99.8% |
| Admin fee / account holder | $45 | $66-32.3% | $16,237-99.7% | $139-67.8% |