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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $123 |
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 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 | $24,633 | $58,879-58.2% | $178,490-86.2% | $73,488-66.5% |
| Participation rate | 45.4% | 66.2%-20.8pp | 81.9%-36.5pp | 70.7%-25.3pp |
| Annual return | 13.46% | 24.86%-11.4pp | 151.07%-137.6pp | 28.51%-15.1pp |
| Employer contribution / active EE | $508 | $2,236-77.3% | $5,011-89.9% | $2,270-77.6% |
| Participant deferral / active EE | $1,111 | $2,567-56.7% | $5,202-78.6% | $3,740-70.3% |
| Admin fee / account holder | $1 | $400-99.8% | $13,984-100.0% | $513-99.9% |