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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $106,253 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $432 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,107 | $78,781+4.2% | $100,516-18.3% | $73,409+11.8% |
| Participation rate | 97.8% | 80.0%+17.8pp | 79.4%+18.4pp | 72.2%+25.6pp |
| Annual return | 17.31% | 31.69%-14.4pp | 30.89%-13.6pp | 59.29%-42.0pp |
| Employer contribution / active EE | $3,438 | $2,420+42.1% | $3,418+0.6% | $2,234+53.9% |
| Participant deferral / active EE | $6,548 | $6,537+0.2% | $6,270+4.4% | $3,805+72.1% |
| Admin fee / account holder | $98 | $145-32.6% | $8,081-98.8% | $158-38.0% |