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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 |
|---|---|---|
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $18,260 |
GUIDELINE, INC.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $15,909 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,989 | $44,897-46.6% | $84,966-71.8% | $199,593-88.0% |
| Participation rate | 90.1% | 45.7%+44.4pp | 67.5%+22.6pp | 72.0%+18.1pp |
| Annual return | 33.04% | 20.96%+12.1pp | 66.38%-33.3pp | 34.25%-1.2pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,423 | $2,668+140.7% | $4,519+42.1% | $5,087+26.3% |
| Admin fee / account holder | $21 | $584-96.4% | $6,149-99.7% | $269-92.2% |