Filed May 5, 2021 (most recent of 2 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 |
|---|---|---|
BLUESTARRS1 year Service code 13 · EIN 59-3092339 | Contract Administrator | $93,770 |
Filed as: BLUESTAR ADVISORS Service code 26 · EIN 20-3000000 | Advisory (Participants) | $35,679 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; R... | $26,979 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,365 |
GWL&A1 year Service code 15 | Recordkeeping | $0 |
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 | $72,546 | $65,592+10.6% | $90,160-19.5% | $69,631+4.2% |
| Participation rate | 94.8% | 77.6%+17.1pp | 76.9%+17.9pp | 70.7%+24.1pp |
| Annual return | 20.65% | 57.10%-36.4pp | 34.88%-14.2pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $3,863 | $2,193+76.2% | $3,318+16.4% | $2,032+90.1% |
| Participant deferral / active EE | $7,231 | $5,257+37.5% | $5,288+36.7% | $3,224+124.3% |
| Admin fee / account holder | $218 | $86+154.2% | $5,943-96.3% | $110+97.2% |