Filed April 22, 2025 (most recent of 4 filings on file)
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 · EIN 84-0467907 | Recordkeeping | $353,280 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $12,660 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUARNCE Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,068 | $177,276-48.1% | $115,752-20.5% | $177,276-48.1% |
| Participation rate | 87.3% | 74.8%+12.5pp | 77.8%+9.6pp | 74.8%+12.5pp |
| Annual return | 25.56% | 21.25%+4.3pp | 19.41%+6.2pp | 21.25%+4.3pp |
| Employer contribution / active EE | $1,506 | $2,479-39.2% | $3,492-56.9% | $2,479-39.2% |
| Participant deferral / active EE | $5,410 | $3,881+39.4% | $5,204+4.0% | $3,881+39.4% |
| Admin fee / account holder | $61 | $154-60.2% | $6,278-99.0% | $154-60.2% |