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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $278,168 |
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 | $59,580 | $50,127+18.9% | $149,673-60.2% | $80,160-25.7% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+23.0pp |
| Annual return | 18.06% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.3pp |
| Employer contribution / active EE | $2,967 | $1,865+59.1% | $4,818-38.4% | $2,978-0.4% |
| Participant deferral / active EE | $5,864 | $3,194+83.6% | $5,680+3.2% | $5,017+16.9% |
| Admin fee / account holder | $72 | $153-52.8% | $13,210-99.5% | $145-50.3% |