Filed December 18, 2025 (most recent of 5 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 INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $298,485 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $51,053 |
NORTHERN CAPITAL MANAGEMENT3 years Service code 33 · EIN 91-1548437 | Securities brokerage commissions and ... | $13,311 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $977 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
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 | $46,259 | $56,095-17.5% | $178,490-74.1% | $90,288-48.8% |
| Participation rate | 95.9% | 65.6%+30.3pp | 81.9%+13.9pp | 73.4%+22.5pp |
| Annual return | 18.20% | 28.81%-10.6pp | 151.07%-132.9pp | 53.97%-35.8pp |
| Employer contribution / active EE | $1,451 | $1,572-7.7% | $5,011-71.0% | $2,524-42.5% |
| Participant deferral / active EE | $4,389 | $2,669+64.5% | $5,202-15.6% | $4,232+3.7% |
| Admin fee / account holder | $60 | $101-40.0% | $13,984-99.6% | $114-47.0% |