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 |
|---|---|---|
BKD, LLP2 years Service code 13 910 E ST LOUIS STREET, SUITE 200 · SPRINGFIELD, MO 658011190 | Contract Administrator | $37,065 |
Service code 50 COMPANY · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $31,085 |
Filed as: GWFS EQUITIES INC Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct payment from the plan; Shareho... | $292 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,586 | $86,332+81.4% | $125,175+25.1% | $65,185+140.2% |
| Participation rate | 76.2% | 75.3%+0.8pp | 79.8%-3.6pp | 70.2%+6.0pp |
| Annual return | 18.64% | 27.43%-8.8pp | 43.79%-25.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $6,102 | $2,040+199.1% | $3,865+57.9% | $2,177+180.3% |
| Participant deferral / active EE | $3,795 | $3,537+7.3% | $4,937-23.1% | $3,514+8.0% |
| Admin fee / account holder | $401 | $609-34.1% | $9,702-95.9% | $847-52.6% |