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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $51,470 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Actuarial | $21,770 |
7 funds of $250K or more; 31 lines in all, holding $11.1M of the plan's $11.2M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.9M | 79.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $951K | 8.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $142K | 1.3% |
| Insurance Company General Contract, AT Fair Value Tiaa Traditional Annuity Account - Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $140K | 1.3% |
| Tiaa Traditional Annuity Account, at Contract Value Tiaa Traditional Annuity Account, benefit-responsive TIAA (Nuveen) · Insurance contract | $126K | 1.1% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $121K | 1.1% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $109K | 1.0% |
| New World Fund (R6) Capital Group · Mutual fund | $91K | 0.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $78K | 0.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 0.6% |
See the other 21 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,261 | $69,763-59.5% | $67,502-58.1% | $74,495-62.1% |
| Participation rate | 62.5% | 71.4%-8.9pp | 72.9%-10.4pp | 67.2%-4.7pp |
| Annual return | 13.29% | -40.34%+53.6pp | 3512.12%-3498.8pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,497 | $3,636+78.7% | $4,000+62.4% | $4,346+49.5% |
| Admin fee / account holder | $137 | $896-84.7% | $3,998-96.6% | $1,942-92.9% |