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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.
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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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,166 | $52,293-21.3% | $178,490-76.9% | $73,409-43.9% |
| Participation rate | 34.0% | 65.3%-31.3pp | 81.9%-47.9pp | 72.2%-38.1pp |
| Annual return | 11.48% | 34.75%-23.3pp | 151.07%-139.6pp | 59.29%-47.8pp |
| Employer contribution / active EE | $747 | $1,735-57.0% | $5,011-85.1% | $2,234-66.6% |
| Participant deferral / active EE | $1,366 | $2,332-41.4% | $5,202-73.7% | $3,805-64.1% |
| Admin fee / account holder | $159 | $127+24.7% | $13,984-98.9% | $158+0.6% |