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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $7,817 |
PANAGIOTU PENSION ADVISORS, INC.1 year Filed as: PANAGIOTU PENSION ADVISORS Service code 15 · EIN 91-1463664 | Recordkeeping | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,969 | $72,492-44.9% | $87,100-54.1% | $72,985-45.2% |
| Participation rate | 47.9% | 72.8%-24.9pp | 76.9%-29.0pp | 69.5%-21.6pp |
| Annual return | 40.29% | 24.46%+15.8pp | 28.19%+12.1pp | 81.00%-40.7pp |
| Employer contribution / active EE | $2,025 | $1,894+6.9% | $2,521-19.7% | $2,440-17.0% |
| Participant deferral / active EE | $4,380 | $3,270+34.0% | $4,049+8.2% | $3,607+21.4% |
| Admin fee / account holder | $129 | $5,055-97.4% | $7,497-98.3% | $5,124-97.5% |