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 CORPORATION2 years Service code 13 · EIN 35-0472300 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $1,575 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,133 | $59,535-29.2% | $90,160-53.3% | $62,292-32.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.62% | 23.53%-11.9pp | 34.88%-23.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $3,314 | $1,826+81.5% | $3,318-0.1% | $2,042+62.3% |
| Participant deferral / active EE | $1,618 | $4,639-65.1% | $5,288-69.4% | $3,169-48.9% |
| Admin fee / account holder | $9 | $337-97.3% | $5,943-99.8% | $479-98.1% |