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 |
|---|---|---|
GWN SECURITIES, INC5+ years Filed as: GWN SECURITIES INC Service code 55 · EIN 65-0939556 | Other Commissions | $65,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,956 |
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 | $39,136 | $47,456-17.5% | $172,739-77.3% | $77,787-49.7% |
| Participation rate | 95.5% | 66.3%+29.3pp | 82.6%+12.9pp | 73.2%+22.3pp |
| Annual return | 47.80% | 35.57%+12.2pp | 802.84%-755.0pp | 32.57%+15.2pp |
| Employer contribution / active EE | $2,919 | $1,574+85.4% | $5,143-43.2% | $2,504+16.5% |
| Participant deferral / active EE | $8,032 | $2,560+213.8% | $5,198+54.5% | $3,967+102.5% |
| Admin fee / account holder | $4 | $81-94.4% | $13,954-100.0% | $100-95.5% |