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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 | $7,234 |
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.
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 | $14,145 | $60,989-76.8% | $60,874-76.8% | $66,914-78.9% |
| Participation rate | 90.3% | 74.5%+15.8pp | 73.1%+17.2pp | 69.8%+20.5pp |
| Annual return | -10.31% | -9.60%-0.7pp | 16.90%-27.2pp | 1.58%-11.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,812 | $3,615+143.8% | $3,817+130.9% | $4,237+108.0% |
| Admin fee / account holder | $28 | $338-91.7% | $3,224-99.1% | $593-95.3% |