Filed September 17, 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 9-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 |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $30,661 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,906 | $72,554-16.1% | $138,135-55.9% | $73,488-17.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.7%+21.3pp | 70.7%+29.3pp |
| Annual return | -4.86% | 17.50%-22.4pp | 20.51%-25.4pp | 28.51%-33.4pp |
| Employer contribution / active EE | $1,137 | $3,511-67.6% | $5,587-79.6% | $2,270-49.9% |
| Participant deferral / active EE | $7,872 | $4,908+60.4% | $6,431+22.4% | $3,740+110.5% |
| Admin fee / account holder | $14 | $464-96.9% | $11,856-99.9% | $513-97.2% |