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 Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $44,380 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $212,300 | $99,957+112.4% | $149,696+41.8% | $73,488+188.9% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 19.23% | 53.87%-34.6pp | 276.60%-257.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $4,642 | $3,191+45.5% | $4,644-0.1% | $2,270+104.5% |
| Participant deferral / active EE | $12,357 | $6,073+103.5% | $6,842+80.6% | $3,740+230.4% |
| Admin fee / account holder | $201 | $551-63.6% | $9,309-97.8% | $513-60.9% |