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 8-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 35-0472300 | Contract Administrator | $18,371 |
Service code 10 · EIN 95-4345526 | Accounting | $18,211 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $10,000 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,570 | $175,202-74.0% | $149,673-69.6% | $139,434-67.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.34% | 166.71%-156.4pp | 134.42%-124.1pp | 372.94%-362.6pp |
| Employer contribution / active EE | $6,042 | $5,474+10.4% | $4,818+25.4% | $4,751+27.2% |
| Participant deferral / active EE | $11,132 | $6,519+70.8% | $5,680+96.0% | $6,710+65.9% |
| Admin fee / account holder | $145 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |