Filed March 4, 2025 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $164,562 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,021 | $56,095-5.5% | $178,490-70.3% | $90,288-41.3% |
| Participation rate | 94.4% | 65.6%+28.8pp | 81.9%+12.5pp | 73.4%+21.1pp |
| Annual return | 15.66% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,438 | $1,572-8.5% | $5,011-71.3% | $2,524-43.0% |
| Participant deferral / active EE | $4,376 | $2,669+64.0% | $5,202-15.9% | $4,232+3.4% |
| Admin fee / account holder | $52 | $101-48.7% | $13,984-99.6% | $114-54.7% |