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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $24,432 |
Service code 15 · EIN 27-4433997 12 CLUSTERS CT STE A · COLUMBIA, SC 29210 | Recordkeeping | $5,468 |
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).
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 | $19,555 | $63,156-69.0% | $122,332-84.0% | $62,292-68.6% |
| Participation rate | 70.4% | 60.0%+10.4pp | 71.6%-1.2pp | 69.5%+0.9pp |
| Annual return | 11.78% | 20.61%-8.8pp | 30.27%-18.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $792 | $1,385-42.8% | $4,050-80.4% | $2,042-61.2% |
| Participant deferral / active EE | $1,462 | $2,321-37.0% | $3,287-55.5% | $3,169-53.9% |
| Admin fee / account holder | $210 | $440-52.2% | $5,478-96.2% | $479-56.2% |