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 | $97,058 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,193 |
RSM US LLP7+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $16,800 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $11,330 |
RICHFIELD PRINTING INC1 year Service code 99 1011 W 80TH ST · BLOOMINGTON, MN 55420 | Other Fees | $546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,482 | $50,956+140.4% | $96,562+26.8% | $86,799+41.1% |
| Participation rate | 76.5% | 65.2%+11.3pp | 69.8%+6.7pp | 72.3%+4.2pp |
| Annual return | 14.29% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,265 | $1,111+193.9% | $2,356+38.6% | $2,405+35.7% |
| Participant deferral / active EE | $4,781 | $2,954+61.8% | $3,849+24.2% | $4,131+15.7% |
| Admin fee / account holder | $275 | $166+65.7% | $6,181-95.6% | $170+62.2% |