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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $35,771 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,616 | $60,795-61.2% | $69,455-66.0% | $65,185-63.8% |
| Participation rate | 98.0% | 74.9%+23.2pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 21.64% | 17.46%+4.2pp | 28.97%-7.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,395 | $2,452+38.5% | $2,779+22.2% | $2,177+56.0% |
| Participant deferral / active EE | $2,646 | $3,162-16.3% | $3,535-25.1% | $3,514-24.7% |
| Admin fee / account holder | $153 | $314-51.3% | $3,839-96.0% | $847-82.0% |