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) | $127,159 |
NUMIT LLC DBA STEEL TECHNOLOGIES LL2 years Service code 99 · EIN 61-0712014 | Other Fees | $18,399 |
MCM CPAS & ADVISORS LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $14,200 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,543 | $144,996-22.4% | $111,297+1.1% | $93,030+21.0% |
| Participation rate | 81.5% | 86.2%-4.7pp | 77.3%+4.2pp | 73.9%+7.6pp |
| Annual return | 13.55% | 18.26%-4.7pp | 54.65%-41.1pp | 158.70%-145.2pp |
| Employer contribution / active EE | $2,247 | $3,056-26.5% | $2,731-17.7% | $2,706-16.9% |
| Participant deferral / active EE | $4,167 | $5,587-25.4% | $4,487-7.1% | $4,562-8.7% |
| Admin fee / account holder | $121 | $103+17.1% | $7,964-98.5% | $152-20.1% |