Filed April 13, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $19,712 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $7,411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,027 | $105,247+12.1% | $87,100+35.5% | $77,787+51.7% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 21.66% | 24.52%-2.9pp | 28.19%-6.5pp | 32.57%-10.9pp |
| Employer contribution / active EE | $2,275 | $2,895-21.4% | $2,521-9.8% | $2,504-9.2% |
| Participant deferral / active EE | $10,428 | $5,060+106.1% | $4,049+157.6% | $3,967+162.8% |
| Admin fee / account holder | $3 | $104-96.8% | $7,497-100.0% | $100-96.6% |