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 CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,821 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,162 | $60,989-73.5% | $60,874-73.4% | $66,914-75.8% |
| Participation rate | 93.5% | 74.5%+19.1pp | 73.1%+20.4pp | 69.8%+23.7pp |
| Annual return | -14.46% | -9.60%-4.9pp | 16.90%-31.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,220 | $2,661-54.1% | $2,701-54.8% | $2,544-52.0% |
| Participant deferral / active EE | $3,226 | $3,615-10.8% | $3,817-15.5% | $4,237-23.9% |
| Admin fee / account holder | $52 | $338-84.8% | $3,224-98.4% | $593-91.3% |