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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.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $8,079 |
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 | $56,401 | $109,881-48.7% | $150,045-62.4% | $84,808-33.5% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 31.03% | 28.25%+2.8pp | 62.55%-31.5pp | 40.90%-9.9pp |
| Employer contribution / active EE | $13 | $3,561-99.6% | $4,693-99.7% | $2,631-99.5% |
| Participant deferral / active EE | $12,253 | $6,636+84.6% | $7,997+53.2% | $4,212+190.9% |
| Admin fee / account holder | $82 | $8,568-99.0% | $13,435-99.4% | $7,344-98.9% |