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 | $67,416 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,838 |
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 | $5,415 |
LUND FOOD HOLDINGS INC1 year Service code 99 4100 W 50TH ST · EDINA, MN 55424 | Other Fees | $2,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,163 | $48,166-31.1% | $96,562-65.7% | $93,030-64.4% |
| Participation rate | 64.2% | 65.1%-0.9pp | 69.8%-5.6pp | 73.9%-9.7pp |
| Annual return | 14.11% | 21.31%-7.2pp | 37.78%-23.7pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,413 | $1,070+125.6% | $2,356+2.4% | $2,706-10.8% |
| Participant deferral / active EE | $1,028 | $2,576-60.1% | $3,849-73.3% | $4,562-77.5% |
| Admin fee / account holder | $76 | $110-30.6% | $6,181-98.8% | $152-49.6% |