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 | $54,723 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,556 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $13,443 |
ALPHA PENSION GROUP, INC.6+ years Service code 27 396 COMMONWEALTH AVE, UNIT D 2A · BOSTON, MA 02215 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,598 | $136,307-43.1% | $177,821-56.4% | $73,488+5.6% |
| Participation rate | 82.4% | 86.1%-3.7pp | 87.7%-5.3pp | 70.7%+11.7pp |
| Annual return | 66.84% | 18.68%+48.2pp | 48.32%+18.5pp | 28.51%+38.3pp |
| Employer contribution / active EE | $7,054 | $3,712+90.0% | $5,918+19.2% | $2,270+210.7% |
| Participant deferral / active EE | $4,515 | $5,829-22.5% | $7,714-41.5% | $3,740+20.7% |
| Admin fee / account holder | $358 | $596-39.8% | $12,427-97.1% | $513-30.2% |