Filed March 29, 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: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $23,660 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD, STE 200 · KENOSHA, WI 53144 | Recordkeeping | $19,807 |
SCHENCK SC1 year Filed as: SCHENCK Service code 10 · EIN 39-1173131 | Accounting | $14,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,248 | $37,196-10.6% | $154,107-78.4% | $55,725-40.3% |
| Participation rate | 84.8% | 64.1%+20.7pp | 83.0%+1.8pp | 70.9%+13.9pp |
| Annual return | -5.54% | 1319.68%-1325.2pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,889 | $1,614+17.0% | $5,298-64.3% | $2,078-9.1% |
| Participant deferral / active EE | $1,946 | $2,068-5.9% | $5,081-61.7% | $3,356-42.0% |
| Admin fee / account holder | $133 | $102+30.5% | $13,411-99.0% | $115+15.1% |