Filed December 9, 2025 (most recent of 5 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: GREAT-WEST LIFE & ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,947 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $7,894 |
ALPHA PENSION GROUP, INC.1+ years Service code 27 70 WESTVIEW ST 2ND FLOOR · LEXINGTON, MA 02421 | Advisory (Plan) | $7,500 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $846 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $813 |
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 | $35,260 | $70,667-50.1% | $123,104-71.4% | $52,331-32.6% |
| Participation rate | 86.2% | 83.7%+2.4pp | 86.8%-0.6pp | 68.1%+18.1pp |
| Annual return | 0.02% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $7,475 | $2,946+153.8% | $5,151+45.1% | $1,882+297.3% |
| Participant deferral / active EE | $3,176 | $4,493-29.3% | $6,230-49.0% | $3,022+5.1% |
| Admin fee / account holder | $150 | $506-70.4% | $9,015-98.3% | $592-74.6% |