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 3-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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $10,870 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,014 | $55,415-78.3% | $155,509-92.3% | $74,495-83.9% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | 12.19% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,228 | $2,267-45.8% | $4,672-73.7% | $2,623-53.2% |
| Participant deferral / active EE | $1,518 | $2,836-46.5% | $5,626-73.0% | $4,346-65.1% |
| Admin fee / account holder | $56 | $1,738-96.8% | $15,912-99.6% | $1,942-97.1% |