Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $55,756 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,498 | $48,471+33.1% | $182,558-64.7% | $67,582-4.6% |
| Participation rate | 87.7% | 67.2%+20.6pp | 78.0%+9.8pp | 71.3%+16.5pp |
| Annual return | 20.95% | 31.08%-10.1pp | 148.59%-127.6pp | 378.57%-357.6pp |
| Employer contribution / active EE | $5,969 | $1,461+308.6% | $4,076+46.4% | $2,148+177.9% |
| Participant deferral / active EE | $3,341 | $3,324+0.5% | $5,526-39.5% | $3,539-5.6% |
| Admin fee / account holder | $30 | $151-80.0% | $8,594-99.6% | $142-78.7% |