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 CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 12 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator; Recordkeeping... | $6,760 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,123 | $39,122-63.9% | $57,179-75.3% | $62,891-77.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.31% | 9.23%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,116 | $1,874+66.3% | $2,682+16.2% | $2,281+36.6% |
| Participant deferral / active EE | $2,292 | $2,374-3.5% | $3,096-26.0% | $3,203-28.5% |
| Admin fee / account holder | $24 | $2,592-99.1% | $3,139-99.2% | $4,296-99.4% |