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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 |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $6,888 |
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 | $35,037 | $65,561-46.6% | $86,188-59.3% | $75,163-53.4% |
| Participation rate | 90.6% | 60.5%+30.1pp | 69.0%+21.7pp | 67.2%+23.4pp |
| Annual return | 24.53% | 46.05%-21.5pp | 1168.45%-1143.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $24,389 | $3,024+706.6% | $3,985+512.0% | $4,125+491.2% |
| Admin fee / account holder | $39 | $5,474-99.3% | $6,852-99.4% | $5,651-99.3% |