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 9-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 |
|---|---|---|
GUIDELINE, INC.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $12,586 |
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).
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 | $37,300 | $102,317-63.5% | $146,958-74.6% | $80,856-53.9% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 25.27% | 134.76%-109.5pp | 418.34%-393.1pp | 35.59%-10.3pp |
| Employer contribution / active EE | $5,100 | $3,713+37.4% | $4,933+3.4% | $2,755+85.1% |
| Participant deferral / active EE | $11,858 | $6,644+78.5% | $8,070+46.9% | $4,296+176.0% |
| Admin fee / account holder | $92 | $7,941-98.8% | $12,998-99.3% | $6,918-98.7% |