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 CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,520 |
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 | $22,668 | $50,127-54.8% | $149,673-84.9% | $80,160-71.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.42% | 29.82%-13.4pp | 134.42%-118.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $2,623 | $1,865+40.7% | $4,818-45.6% | $2,978-11.9% |
| Participant deferral / active EE | $2,848 | $3,194-10.8% | $5,680-49.9% | $5,017-43.2% |
| Admin fee / account holder | $3 | $153-97.8% | $13,210-100.0% | $145-97.7% |