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 | $1,808,491 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $243,815 |
FIDUICIENT ADVISORS2 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 | $146,895 | $161,802-9.2% | $96,544+52.2% | $96,393+52.4% |
| Participation rate | 99.3% | 92.5%+6.9pp | 76.0%+23.3pp | 71.3%+28.0pp |
| Annual return | 15.25% | 18.41%-3.2pp | 25.84%-10.6pp | 22.88%-7.6pp |
| Employer contribution / active EE | $6,338 | $5,381+17.8% | $2,965+113.8% | $3,238+95.7% |
| Participant deferral / active EE | $8,257 | $8,927-7.5% | $4,851+70.2% | $5,455+51.4% |
| Admin fee / account holder | $81 | $61+33.6% | $8,252-99.0% | $74+10.1% |