Filed March 11, 2026 (most recent of 2 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 |
|---|---|---|
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $1,619,438 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $247,394 |
FIDUICIENT ADVISORS3 years Service code 28 · EIN 36-4001764 | Investment Management | $199,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,961 | $178,759-13.3% | $102,423+51.3% | $106,382+45.7% |
| Participation rate | 99.4% | 91.3%+8.1pp | 76.5%+22.9pp | 69.9%+29.5pp |
| Annual return | 10.01% | 17.23%-7.2pp | 29.32%-19.3pp | 17.37%-7.4pp |
| Employer contribution / active EE | $6,487 | $5,750+12.8% | $3,023+114.6% | $3,364+92.9% |
| Participant deferral / active EE | $8,542 | $9,466-9.8% | $5,053+69.1% | $5,569+53.4% |
| Admin fee / account holder | $76 | $62+22.9% | $9,451-99.2% | $79-3.7% |