Filed October 18, 2018 (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 |
|---|---|---|
Filed as: GWLA Service code 15 · EIN 84-0467907 | Recordkeeping | $76,547 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,564 | $56,485+42.6% | $185,823-56.6% | $86,799-7.2% |
| Participation rate | 75.0% | 65.5%+9.5pp | 81.7%-6.7pp | 72.3%+2.7pp |
| Annual return | 12.14% | 118.04%-105.9pp | 122.05%-109.9pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,195 | $1,843+19.1% | $5,167-57.5% | $2,405-8.8% |
| Participant deferral / active EE | $2,867 | $2,553+12.3% | $5,568-48.5% | $4,131-30.6% |
| Admin fee / account holder | $233 | $150+55.5% | $16,237-98.6% | $170+37.2% |