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 8-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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $16,093 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $7,902 |
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 | $35,717 | $91,407-60.9% | $135,903-73.7% | $71,457-50.0% |
| Participation rate | 85.8% | 75.7%+10.1pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 29.50% | 29.90%-0.4pp | 68.23%-38.7pp | 28.85%+0.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $15,219 | $7,092+114.6% | $7,758+96.2% | $4,289+254.9% |
| Admin fee / account holder | $47 | $1,266-96.3% | $10,762-99.6% | $1,587-97.1% |