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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $14,154 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $73 |
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 | $136,885 | $73,404+86.5% | $87,100+57.2% | $67,579+102.6% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 22.96% | 48.29%-25.3pp | 28.19%-5.2pp | 378.56%-355.6pp |
| Employer contribution / active EE | $7,062 | $2,014+250.7% | $2,521+180.1% | $2,148+228.8% |
| Participant deferral / active EE | $11,430 | $3,913+192.1% | $4,049+182.3% | $3,539+222.9% |
| Admin fee / account holder | $210 | $142+48.2% | $7,497-97.2% | $142+47.5% |