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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $87,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,556 | $74,552-38.9% | $62,995-27.7% | $69,631-34.6% |
| Participation rate | 58.9% | 78.3%-19.3pp | 74.8%-15.9pp | 70.7%-11.7pp |
| Annual return | 13.52% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,148 | $2,929-60.8% | $2,759-58.4% | $2,032-43.5% |
| Participant deferral / active EE | $2,248 | $2,974-24.4% | $3,329-32.5% | $3,224-30.3% |
| Admin fee / account holder | $289 | $59+386.6% | $3,600-92.0% | $110+161.8% |