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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $220,540 |
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 | $40,791 | $86,338-52.8% | $91,989-55.7% | $77,787-47.6% |
| Participation rate | 98.4% | 82.9%+15.5pp | 78.6%+19.8pp | 73.2%+25.2pp |
| Annual return | 23.72% | 29.65%-5.9pp | 69.02%-45.3pp | 32.57%-8.9pp |
| Employer contribution / active EE | $997 | $2,988-66.6% | $3,452-71.1% | $2,504-60.2% |
| Participant deferral / active EE | $3,403 | $6,908-50.7% | $5,923-42.5% | $3,967-14.2% |
| Admin fee / account holder | $139 | $79+74.8% | $7,743-98.2% | $100+38.6% |