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 27 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Advisory (Plan) | $38,339 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,303 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $63 |
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 | $99,904 | $99,957-0.1% | $149,696-33.3% | $73,488+35.9% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 14.80% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $5,658 | $3,191+77.3% | $4,644+21.8% | $2,270+149.2% |
| Participant deferral / active EE | $6,076 | $6,073+0.1% | $6,842-11.2% | $3,740+62.5% |
| Admin fee / account holder | $165 | $551-70.0% | $9,309-98.2% | $513-67.8% |