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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $289,191 |
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 | $60,596 | $67,512-10.2% | $185,823-67.4% | $93,030-34.9% |
| Participation rate | 94.8% | 67.1%+27.7pp | 81.7%+13.1pp | 73.9%+20.9pp |
| Annual return | 15.10% | 21.04%-5.9pp | 122.05%-106.9pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,634 | $1,783-8.4% | $5,167-68.4% | $2,706-39.6% |
| Participant deferral / active EE | $5,052 | $3,035+66.4% | $5,568-9.3% | $4,562+10.7% |
| Admin fee / account holder | $87 | $318-72.6% | $16,237-99.5% | $152-42.6% |