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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,416 |
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 | $31,844 | $62,928-49.4% | $172,739-81.6% | $67,579-52.9% |
| Participation rate | 88.6% | 64.5%+24.2pp | 82.6%+6.0pp | 71.3%+17.3pp |
| Annual return | 17.14% | 30.36%-13.2pp | 802.84%-785.7pp | 378.56%-361.4pp |
| Employer contribution / active EE | $560 | $1,636-65.8% | $5,143-89.1% | $2,148-73.9% |
| Participant deferral / active EE | $1,734 | $2,145-19.2% | $5,198-66.6% | $3,539-51.0% |
| Admin fee / account holder | $126 | $167-24.3% | $13,954-99.1% | $142-11.4% |