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 10-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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $143,195 |
Filed as: ADVISED ASSETS GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $121,565 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $5,100 |
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 | $243,001 | $101,523+139.4% | $141,162+72.1% | $77,787+212.4% |
| Participation rate | 88.3% | 77.4%+10.9pp | 82.5%+5.8pp | 73.2%+15.1pp |
| Annual return | 23.37% | 56.22%-32.9pp | 71.39%-48.0pp | 32.57%-9.2pp |
| Employer contribution / active EE | $8,931 | $3,341+167.3% | $4,735+88.6% | $2,504+256.6% |
| Participant deferral / active EE | $10,710 | $6,434+66.5% | $6,709+59.6% | $3,967+169.9% |
| Admin fee / account holder | $86 | $92-5.8% | $10,261-99.2% | $100-13.8% |