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 | $26,251 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,107 | $65,820-51.2% | $108,745-70.5% | $57,658-44.3% |
| Participation rate | 73.7% | 72.7%+1.0pp | 77.7%-4.0pp | 70.2%+3.5pp |
| Annual return | 7.61% | 21.32%-13.7pp | 46.22%-38.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,215 | $2,285-46.8% | $3,323-63.4% | $1,974-38.4% |
| Participant deferral / active EE | $1,478 | $3,578-58.7% | $5,121-71.1% | $3,061-51.7% |
| Admin fee / account holder | $64 | $91-29.6% | $6,144-99.0% | $95-32.1% |