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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,217 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $879 |
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).
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 | $43,708 | $82,093-46.8% | $379,746-88.5% | $73,409-40.5% |
| Participation rate | 43.6% | 76.8%-33.2pp | 78.4%-34.9pp | 72.2%-28.6pp |
| Annual return | 14.39% | 18.89%-4.5pp | 34.90%-20.5pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,740 | $2,847-38.9% | $3,540-50.8% | $2,234-22.1% |
| Participant deferral / active EE | $3,758 | $4,697-20.0% | $6,024-37.6% | $3,805-1.3% |
| Admin fee / account holder | $246 | $128+92.4% | $7,927-96.9% | $158+55.5% |