Filed March 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 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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $74,863 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 22 · EIN 41-0973005 | Insurance Broker | $62,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,030 | $60,323+107.3% | $81,812+52.8% | $74,495+67.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.78% | 16.90%-5.1pp | 773.79%-762.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,554 | $2,620-2.5% | $2,912-12.3% | $2,623-2.6% |
| Participant deferral / active EE | $10,356 | $3,387+205.7% | $4,319+139.8% | $4,346+138.3% |
| Admin fee / account holder | $327 | $1,486-78.0% | $7,386-95.6% | $1,942-83.2% |