Filed June 30, 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: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $88,486 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $59,800 |
MOUNTJOY CHILTON MEDLEY LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $10,600 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,146 | $78,852-13.6% | $76,768-11.2% | $75,289-9.5% |
| Participation rate | 98.0% | 85.0%+13.1pp | 77.0%+21.1pp | 72.4%+25.6pp |
| Annual return | -5.88% | -1.29%-4.6pp | 2.43%-8.3pp | -0.04%-5.8pp |
| Employer contribution / active EE | $2,155 | $2,794-22.9% | $2,485-13.3% | $2,405-10.4% |
| Participant deferral / active EE | $3,846 | $4,800-19.9% | $3,852-0.2% | $3,739+2.9% |
| Admin fee / account holder | $103 | $79+30.2% | $6,675-98.5% | $102+0.6% |