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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,330 | $45,000-68.2% | $143,757-90.0% | $77,904-81.6% |
| Participation rate | 96.9% | 66.8%+30.0pp | 80.3%+16.6pp | 73.7%+23.2pp |
| Annual return | -14.12% | 29.03%-43.2pp | -0.04%-14.1pp | 12.21%-26.3pp |
| Employer contribution / active EE | $2,359 | $1,870+26.2% | $4,951-52.4% | $2,848-17.2% |
| Participant deferral / active EE | $2,513 | $3,157-20.4% | $5,637-55.4% | $4,806-47.7% |
| Admin fee / account holder | $3 | $98-97.0% | $14,673-100.0% | $133-97.8% |