Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 11 employees
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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $232,597 |
Service code 28 · EIN 26-0058143 | Investment Management | $122,166 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $94,356 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $53,668 |
KUTAK ROCK LLP1 year Service code 29 · EIN 47-0597598 | Legal | $11,823 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $596 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,029 | $103,482+17.0% | $130,231-7.1% | $103,482+17.0% |
| Participation rate | 87.3% | 73.3%+14.1pp | 76.3%+11.1pp | 73.3%+14.1pp |
| Annual return | 19.17% | 33.11%-13.9pp | 38.77%-19.6pp | 33.11%-13.9pp |
| Employer contribution / active EE | $3,823 | $3,208+19.2% | $4,126-7.3% | $3,208+19.2% |
| Participant deferral / active EE | $5,627 | $5,207+8.1% | $6,799-17.2% | $5,207+8.1% |
| Admin fee / account holder | $93 | $114-18.2% | $6,020-98.4% | $114-18.2% |