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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,970 | $180,101-86.7% | $70,515-66.0% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 68.3%-68.3pp | - |
| Annual return | 8.87% | 26.55%-17.7pp | 32.77%-23.9pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $2,973-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $4,567-100.0% | - |
| Admin fee / account holder | $235 | $23,406-99.0% | $6,412-96.3% | - |