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 7-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,729 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $338 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,298 | $62,928+10.1% | $172,739-59.9% | $67,579+2.5% |
| Participation rate | 77.0% | 64.5%+12.5pp | 82.6%-5.7pp | 71.3%+5.7pp |
| Annual return | 442.24% | 30.36%+411.9pp | 802.84%-360.6pp | 378.56%+63.7pp |
| Employer contribution / active EE | $1,950 | $1,636+19.2% | $5,143-62.1% | $2,148-9.2% |
| Participant deferral / active EE | $4,597 | $2,145+114.3% | $5,198-11.6% | $3,539+29.9% |
| Admin fee / account holder | $34 | $167-79.6% | $13,954-99.8% | $142-76.1% |