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 | $76,607 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,643 |
RSM US LLP6+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $16,275 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP INC Service code 13 300 PRIMERA BLVD STE 200 · LAKE MARY, FL 32746 | Contract Administrator | $5,415 |
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 | $27,305 | $43,466-37.2% | $90,951-70.0% | $90,288-69.8% |
| Participation rate | 76.6% | 62.5%+14.1pp | 69.0%+7.6pp | 73.4%+3.2pp |
| Annual return | 16.55% | 25.26%-8.7pp | 134.60%-118.0pp | 53.97%-37.4pp |
| Employer contribution / active EE | $2,907 | $840+246.0% | $2,122+37.0% | $2,524+15.2% |
| Participant deferral / active EE | $1,093 | $2,138-48.8% | $3,373-67.6% | $4,232-74.2% |
| Admin fee / account holder | $72 | $92-22.1% | $5,959-98.8% | $114-37.3% |