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.3 years Service code 14 · EIN 47-4474775 | Plan Administrator | $50,884 |
BENEFIT TRUST COMPANY2 years Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $36,214 |
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 | $16,125 | $122,186-86.8% | $146,958-89.0% | $199,593-91.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 41.55% | 30.56%+11.0pp | 418.34%-376.8pp | 34.25%+7.3pp |
| Employer contribution / active EE | $4,462 | $4,093+9.0% | $4,933-9.6% | $3,034+47.0% |
| Participant deferral / active EE | $8,350 | $8,502-1.8% | $8,070+3.5% | $5,087+64.2% |
| Admin fee / account holder | $18 | $179-90.2% | $12,998-99.9% | $269-93.5% |