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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.
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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 |
|---|---|---|
STEPHANO SLACK LLC5 years Service code 13 · EIN 16-1710665 | Contract Administrator | $36,250 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,641 |
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 | $46,921 | $62,132-24.5% | $185,823-74.7% | $73,488-36.2% |
| Participation rate | 96.3% | 67.8%+28.4pp | 78.0%+18.2pp | 70.7%+25.6pp |
| Annual return | 13.57% | 20.44%-6.9pp | 35.95%-22.4pp | 28.51%-14.9pp |
| Employer contribution / active EE | $932 | $1,681-44.5% | $4,087-77.2% | $2,270-58.9% |
| Participant deferral / active EE | $7,007 | $3,711+88.8% | $5,632+24.4% | $3,740+87.4% |
| Admin fee / account holder | $145 | $419-65.5% | $9,500-98.5% | $513-71.8% |