Filed March 6, 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 LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125,901 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,470 |
RSM US LLP5+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $15,750 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $11,080 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,047 | $40,174+136.6% | $84,015+13.1% | $67,579+40.6% |
| Participation rate | 90.1% | 62.7%+27.4pp | 69.0%+21.1pp | 71.3%+18.8pp |
| Annual return | 21.90% | 25.82%-3.9pp | 71.31%-49.4pp | 378.56%-356.7pp |
| Employer contribution / active EE | $3,454 | $808+327.7% | $1,983+74.1% | $2,148+60.8% |
| Participant deferral / active EE | $5,463 | $2,301+137.4% | $3,239+68.7% | $3,539+54.3% |
| Admin fee / account holder | $282 | $128+119.9% | $6,101-95.4% | $142+98.4% |