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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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 15 · EIN 47-4474775 | Recordkeeping | $6,355 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,695 | $69,477-47.2% | $94,646-61.2% | $71,457-48.6% |
| Participation rate | 84.7% | 78.4%+6.3pp | 80.8%+3.9pp | 67.9%+16.8pp |
| Annual return | 21.85% | 29.66%-7.8pp | 156.71%-134.9pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,828 | $7,345+61.0% | $7,418+59.4% | $4,289+175.8% |
| Admin fee / account holder | $39 | $1,210-96.8% | $7,231-99.5% | $1,587-97.6% |