See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,139 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $57,457 |
WHITLEY PENN LLP4 years Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $17,900 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $370 |
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 | $102,731 | $120,450-14.7% | $159,436-35.6% | $93,030+10.4% |
| Participation rate | 94.9% | 78.0%+16.9pp | 82.8%+12.0pp | 73.9%+21.0pp |
| Annual return | 17.39% | 27.11%-9.7pp | 263.57%-246.2pp | 158.70%-141.3pp |
| Employer contribution / active EE | $3,566 | $3,526+1.1% | $4,829-26.2% | $2,706+31.8% |
| Participant deferral / active EE | $9,240 | $7,283+26.9% | $7,352+25.7% | $4,562+102.5% |
| Admin fee / account holder | $118 | $137-13.9% | $10,799-98.9% | $152-22.4% |