Filed February 17, 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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,470 |
SPECTRUM INVESTMENT ADVISORS9+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $42,024 |
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 | $122,633 | $122,6930% | $184,203-33.4% | $199,593-38.6% |
| Participation rate | 93.5% | 86.8%+6.7pp | 86.8%+6.7pp | 72.0%+21.6pp |
| Annual return | 12.00% | 143.91%-131.9pp | 28.81%-16.8pp | 34.25%-22.3pp |
| Employer contribution / active EE | $4,694 | $4,584+2.4% | $6,427-27.0% | $3,034+54.7% |
| Participant deferral / active EE | $7,698 | $7,990-3.7% | $9,131-15.7% | $5,087+51.3% |
| Admin fee / account holder | $96 | $121-20.2% | $13,901-99.3% | $269-64.2% |