Filed September 15, 2026 (most recent of 7 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: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $10,327 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 6 CITYPLACE DRIVE, SUITE 700 · ST. LOUIS, MO 63141 | Recordkeeping | $7,625 |
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 | $37,849 | $89,739-57.8% | $149,718-74.7% | $62,292-39.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.49% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,566 | $3,233-20.6% | $5,445-52.9% | $2,042+25.7% |
| Participant deferral / active EE | $2,855 | $4,797-40.5% | $6,569-56.5% | $3,169-9.9% |
| Admin fee / account holder | $94 | $551-82.9% | $11,283-99.2% | $479-80.4% |