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 | $1,992,601 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $246,924 |
FIDUICIENT ADVISORS1 year Service code 28 · EIN 36-4001764 | Investment Management | $199,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,180 | $138,331-5.9% | $86,677+50.2% | $89,394+45.6% |
| Participation rate | 99.2% | 88.9%+10.4pp | 76.6%+22.7pp | 71.3%+28.0pp |
| Annual return | -2.86% | -11.72%+8.9pp | 35.91%-38.8pp | -11.89%+9.0pp |
| Employer contribution / active EE | $5,942 | $4,812+23.5% | $2,836+109.5% | $3,022+96.6% |
| Participant deferral / active EE | $7,554 | $8,027-5.9% | $4,656+62.3% | $5,123+47.5% |
| Admin fee / account holder | $86 | $64+34.0% | $7,493-98.9% | $79+8.2% |