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 Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $21,515 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,475 |
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 | $23,718 | $64,119-63.0% | $112,228-78.9% | $66,914-64.6% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.1%+3.8pp | 69.8%+9.0pp |
| Annual return | -15.63% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,216 | $3,005-59.5% | $3,635-66.5% | $2,544-52.2% |
| Participant deferral / active EE | $3,819 | $3,693+3.4% | $4,728-19.2% | $4,237-9.9% |
| Admin fee / account holder | $269 | $625-57.0% | $6,410-95.8% | $593-54.6% |