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 6-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.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $5,525 |
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 | $28,915 | $58,320-50.4% | $86,436-66.5% | $66,914-56.8% |
| Participation rate | 96.7% | 78.6%+18.1pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | 9.66% | -9.71%+19.4pp | 4394.89%-4385.2pp | 1.58%+8.1pp |
| Employer contribution / active EE | $5,721 | $2,615+118.8% | $3,769+51.8% | $2,544+124.9% |
| Participant deferral / active EE | $10,948 | $6,899+58.7% | $6,952+57.5% | $4,237+158.4% |
| Admin fee / account holder | $20 | $546-96.4% | $6,731-99.7% | $593-96.7% |