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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,894 |
COMMERCIAL SUPPORT SERVICES3 years Service code 49 · EIN 94-1606517 | Other Services | $7,195 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,609 | $45,000+14.7% | $143,757-64.1% | $77,904-33.8% |
| Participation rate | 88.7% | 66.8%+21.8pp | 80.3%+8.4pp | 73.7%+15.0pp |
| Annual return | -12.76% | 29.03%-41.8pp | -0.04%-12.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,751 | $3,157+145.6% | $5,637+37.5% | $4,806+61.3% |
| Admin fee / account holder | $7 | $98-92.8% | $14,673-100.0% | $133-94.6% |