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 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $34,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,857 | $45,031-44.8% | $84,966-70.7% | $77,643-68.0% |
| Participation rate | 56.7% | 48.7%+8.0pp | 67.5%-10.8pp | 70.6%-13.9pp |
| Annual return | 7.63% | 79.22%-71.6pp | 66.38%-58.7pp | 31.24%-23.6pp |
| Employer contribution / active EE | $632 | $1,609-60.7% | $2,727-76.8% | $2,726-76.8% |
| Participant deferral / active EE | $2,582 | $2,807-8.0% | $4,519-42.9% | $4,647-44.4% |
| Admin fee / account holder | $146 | $912-84.0% | $6,149-97.6% | $430-66.1% |