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 4-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.2 years Service code 14 · EIN 47-4474775 | Plan Administrator | $30,340 |
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $18,529 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,145 | $107,459-83.1% | $135,903-86.6% | $80,160-77.4% |
| Participation rate | 90.6% | 78.0%+12.5pp | 81.9%+8.7pp | 72.9%+17.6pp |
| Annual return | 62.33% | 91.91%-29.6pp | 68.23%-5.9pp | 40.38%+22.0pp |
| Employer contribution / active EE | $4,692 | $3,877+21.0% | $4,856-3.4% | $2,978+57.6% |
| Participant deferral / active EE | $8,414 | $8,195+2.7% | $7,758+8.5% | $5,017+67.7% |
| Admin fee / account holder | $19 | $127-85.0% | $10,762-99.8% | $145-86.9% |