Filed November 18, 2025 (most recent of 2 filings on file)
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 7-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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,720 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,946 | $56,095-76.9% | $178,490-92.7% | $90,288-85.7% |
| Participation rate | 83.1% | 65.6%+17.5pp | 81.9%+1.2pp | 73.4%+9.7pp |
| Annual return | 16.62% | 28.81%-12.2pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $2,192 | $1,572+39.4% | $5,011-56.3% | $2,524-13.2% |
| Participant deferral / active EE | $1,918 | $2,669-28.1% | $5,202-63.1% | $4,232-54.7% |
| Admin fee / account holder | $3 | $101-97.2% | $13,984-100.0% | $114-97.5% |