Filed April 15, 2026 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Claims p... | $178,048 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $2,580 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $769 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $216 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $147,959 | $113,293+30.6% | $67,502+119.2% | $199,593-25.9% |
| Participation rate | 64.7% | 73.3%-8.7pp | 72.9%-8.2pp | 72.0%-7.3pp |
| Annual return | 14.50% | 15.88%-1.4pp | 3512.12%-3497.6pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,069 | $3,401+19.6% | $2,731+49.0% | $3,034+34.1% |
| Participant deferral / active EE | $3,912 | $4,159-5.9% | $4,000-2.2% | $5,087-23.1% |
| Admin fee / account holder | $61 | $103-40.7% | $3,998-98.5% | $269-77.4% |