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 CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $7,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,693 | $52,467-73.9% | $57,179-76.1% | $55,167-75.2% |
| Participation rate | 38.0% | 75.8%-37.8pp | 75.3%-37.3pp | 69.0%-31.0pp |
| Annual return | 12.43% | 7.72%+4.7pp | 14.59%-2.2pp | 169.23%-156.8pp |
| Employer contribution / active EE | $557 | $2,477-77.5% | $2,682-79.3% | $1,963-71.6% |
| Participant deferral / active EE | $1,300 | $2,830-54.1% | $3,096-58.0% | $3,054-57.4% |
| Admin fee / account holder | $123 | $269-54.3% | $3,139-96.1% | $504-75.6% |