See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $67,643 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,471 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,239 | $84,487+79.0% | $125,339+20.7% | $66,914+126.0% |
| Participation rate | 94.3% | 76.4%+17.9pp | 82.4%+11.9pp | 69.8%+24.5pp |
| Annual return | -21.04% | -8.39%-12.7pp | 572.05%-593.1pp | 1.58%-22.6pp |
| Employer contribution / active EE | $5,166 | $3,553+45.4% | $4,814+7.3% | $2,544+103.1% |
| Participant deferral / active EE | $13,207 | $6,781+94.8% | $7,446+77.4% | $4,237+211.7% |
| Admin fee / account holder | $223 | $685-67.5% | $10,010-97.8% | $593-62.4% |