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 | $671,586 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Distribution (12b-1) fees; Securities... | $1,815 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,890 | $89,569-77.8% | $392,568-94.9% | $89,569-77.8% |
| Participation rate | 74.3% | 69.6%+4.7pp | 78.1%-3.8pp | 69.6%+4.7pp |
| Annual return | 18.00% | 34.56%-16.6pp | 24.42%-6.4pp | 34.56%-16.6pp |
| Employer contribution / active EE | $620 | $2,584-76.0% | $3,783-83.6% | $2,584-76.0% |
| Participant deferral / active EE | $1,267 | $4,220-70.0% | $5,985-78.8% | $4,220-70.0% |
| Admin fee / account holder | $47 | $72-34.8% | $6,260-99.3% | $72-34.8% |