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 50 COMPANY · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $64,772 |
BKD, LLP1 year Service code 13 910 E ST LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 658011190 | Contract Administrator | $35,374 |
Filed as: GWFS EQUITIES INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $1,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,785 | $66,302+98.8% | $110,238+19.5% | $56,287+134.1% |
| Participation rate | 90.1% | 74.9%+15.2pp | 79.8%+10.3pp | 69.9%+20.2pp |
| Annual return | -9.55% | -1.18%-8.4pp | 314.74%-324.3pp | -9.96%+0.4pp |
| Employer contribution / active EE | $6,736 | $2,047+229.0% | $3,826+76.0% | $2,111+219.1% |
| Participant deferral / active EE | $4,434 | $3,381+31.1% | $4,672-5.1% | $3,350+32.4% |
| Admin fee / account holder | $414 | $698-40.7% | $8,547-95.2% | $521-20.4% |