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 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $33,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,747 | $77,813-51.5% | $123,544-69.4% | $64,186-41.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,298 | $3,014-23.8% | $4,628-50.4% | $2,381-3.5% |
| Participant deferral / active EE | $4,549 | $5,240-13.2% | $6,426-29.2% | $3,470+31.1% |
| Admin fee / account holder | $316 | $5,519-94.3% | $9,284-96.6% | $4,888-93.5% |