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 | $48,344 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,195 | $37,196-45.7% | $154,107-86.9% | $55,725-63.8% |
| Participation rate | 86.4% | 64.1%+22.3pp | 83.0%+3.3pp | 70.9%+15.5pp |
| Annual return | -3.66% | 1319.68%-1323.3pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $502 | $1,614-68.9% | $5,298-90.5% | $2,078-75.8% |
| Participant deferral / active EE | $1,526 | $2,068-26.2% | $5,081-70.0% | $3,356-54.5% |
| Admin fee / account holder | $95 | $102-6.3% | $13,411-99.3% | $115-17.4% |