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 CORPORATION4 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $8 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,893 | $80,724-59.3% | $103,333-68.2% | $74,495-55.8% |
| Participation rate | 66.7% | 65.7%+1.0pp | 74.5%-7.8pp | 67.2%-0.5pp |
| Annual return | 11.53% | 27.56%-16.0pp | 24.88%-13.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,144 | $3,157-63.8% | $3,868-70.4% | $2,623-56.4% |
| Participant deferral / active EE | $3,399 | $3,860-12.0% | $5,057-32.8% | $4,346-21.8% |
| Admin fee / account holder | $156 | $2,368-93.4% | $8,355-98.1% | $1,942-92.0% |