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 |
|---|---|---|
Filed as: GREAT-WEST TRUST COMPANY, LLC Service code 15 · EIN 84-1455663 | Recordkeeping | $1,729,679 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, L.L.C Service code 28 · EIN 36-4001764 | Investment Management | $259,753 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $247,412 |
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 | $151,420 | $171,796-11.9% | $111,297+36.1% | $106,520+42.2% |
| Participation rate | 98.9% | 88.6%+10.3pp | 77.3%+21.6pp | 71.3%+27.6pp |
| Annual return | 13.06% | 18.62%-5.6pp | 54.65%-41.6pp | 19.28%-6.2pp |
| Employer contribution / active EE | $5,193 | $4,687+10.8% | $2,731+90.2% | $2,840+82.8% |
| Participant deferral / active EE | $6,821 | $7,845-13.1% | $4,487+52.0% | $4,948+37.9% |
| Admin fee / account holder | $86 | $69+24.2% | $7,964-98.9% | $75+15.6% |