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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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $12,507 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,870 | $64,612-58.4% | $86,436-68.9% | $64,808-58.5% |
| Participation rate | 89.7% | 81.5%+8.3pp | 80.3%+9.4pp | 71.5%+18.3pp |
| Annual return | -8.95% | 0.66%-9.6pp | 4394.89%-4403.8pp | 32.82%-41.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,909 | $7,497+72.2% | $6,952+85.7% | $4,310+199.5% |
| Admin fee / account holder | $24 | $169-85.7% | $6,731-99.6% | $188-87.1% |