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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,821 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,424 | $47,456+14.7% | $172,739-68.5% | $77,787-30.0% |
| Participation rate | 85.8% | 66.3%+19.5pp | 82.6%+3.2pp | 73.2%+12.6pp |
| Annual return | 16.58% | 35.57%-19.0pp | 802.84%-786.3pp | 32.57%-16.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,693 | $2,560+161.5% | $5,198+28.8% | $3,967+68.7% |
| Admin fee / account holder | $3 | $81-96.4% | $13,954-100.0% | $100-97.1% |