See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140090 | Contract Administrator | $32,153 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,930 | $84,784+54.4% | $98,439+33.0% | $74,419+75.9% |
| Participation rate | 50.2% | 81.5%-31.4pp | 75.2%-25.0pp | 70.7%-20.5pp |
| Annual return | 14.84% | 20.59%-5.8pp | 21.16%-6.3pp | 34.38%-19.5pp |
| Employer contribution / active EE | $779 | $3,364-76.8% | $3,048-74.4% | $2,637-70.5% |
| Participant deferral / active EE | $4,063 | $5,218-22.1% | $4,738-14.2% | $4,528-10.3% |
| Admin fee / account holder | $201 | $204-1.8% | $8,948-97.8% | $348-42.3% |