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 | $125,510 |
Filed as: GWFS EQUITIES Service code 33 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $1,677 |
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 | $137,174 | $176,491-22.3% | $95,952+43.0% | $90,288+51.9% |
| Participation rate | 97.9% | 86.6%+11.3pp | 77.1%+20.8pp | 73.4%+24.5pp |
| Annual return | 13.20% | 20.14%-6.9pp | 91.61%-78.4pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,477 | $2,789-11.2% | $2,541-2.5% | $2,524-1.9% |
| Participant deferral / active EE | $12,956 | $5,340+142.6% | $4,167+210.9% | $4,232+206.1% |
| Admin fee / account holder | $23 | $154-84.8% | $6,795-99.7% | $114-79.4% |