Filed December 18, 2025 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,414 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,021 | $37,039+21.6% | $147,614-69.5% | $59,188-23.9% |
| Participation rate | 75.5% | 63.8%+11.8pp | 84.6%-9.1pp | 69.4%+6.1pp |
| Annual return | 4.52% | 7.19%-2.7pp | 61.98%-57.5pp | 5.51%-1.0pp |
| Employer contribution / active EE | $4 | $1,353-99.7% | $5,564-99.9% | $2,098-99.8% |
| Participant deferral / active EE | $5,854 | $2,094+179.6% | $4,895+19.6% | $3,265+79.3% |
| Admin fee / account holder | $11 | $60-82.4% | $11,611-99.9% | $92-88.5% |