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 35-0472300 | Contract Administrator | $186,588 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,347 | $71,106-44.7% | $83,333-52.8% | $75,289-47.7% |
| Participation rate | 98.9% | 82.0%+16.9pp | 77.8%+21.1pp | 72.4%+26.4pp |
| Annual return | 20.54% | -0.56%+21.1pp | 10.63%+9.9pp | -0.04%+20.6pp |
| Employer contribution / active EE | $1,015 | $2,436-58.3% | $3,379-70.0% | $2,405-57.8% |
| Participant deferral / active EE | $3,340 | $6,249-46.6% | $5,565-40.0% | $3,739-10.7% |
| Admin fee / account holder | $141 | $72+94.9% | $7,510-98.1% | $102+37.9% |