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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 | $132,319 |
Service code 27 · EIN 84-4271533 | Advisory (Plan) | $72,112 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,478 | $46,292-42.8% | $143,757-81.6% | $64,808-59.1% |
| Participation rate | 94.7% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.2pp |
| Annual return | -18.54% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $762 | $1,910-60.1% | $4,951-84.6% | $2,506-69.6% |
| Participant deferral / active EE | $4,501 | $2,646+70.1% | $5,637-20.2% | $4,310+4.4% |
| Admin fee / account holder | $231 | $154+50.3% | $14,673-98.4% | $188+23.1% |