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 8-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 |
|---|---|---|
LEHIGH HANSON, INC.2+ years Service code 14 · EIN 59-2503701 | Plan Administrator | $338,183 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,192 |
JOY KONG1 year Service code 70 48030 LEONTINE CT · FREMONT, CA 94539 | Consulting Fees | $51,259 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,227 |
Filed as: GWFS EQUITIES INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $5,129 |
Service code 60 | Sub-TA Fees | $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 | $90,179 | $96,261-6.3% | $76,768+17.5% | $68,904+30.9% |
| Participation rate | 95.3% | 87.0%+8.4pp | 77.0%+18.4pp | 74.1%+21.2pp |
| Annual return | -4.16% | -0.85%-3.3pp | 2.43%-6.6pp | 1.07%-5.2pp |
| Employer contribution / active EE | $5,678 | $3,303+71.9% | $2,485+128.5% | $2,540+123.5% |
| Participant deferral / active EE | $5,086 | $5,537-8.1% | $3,852+32.1% | $4,015+26.7% |
| Admin fee / account holder | $36 | $73-50.6% | $6,675-99.5% | $71-49.5% |