Filed June 30, 2026 (most recent of 3 filings on file)
Total covered: 3 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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,905 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,020 | $37,134-21.9% | $100,671-71.2% | $52,331-44.5% |
| Participation rate | 51.7% | 57.7%-5.9pp | 70.7%-19.0pp | 68.1%-16.4pp |
| Annual return | -0.03% | 0.10%-0.1pp | 20.43%-20.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $838 | $1,187-29.4% | $4,012-79.1% | $1,882-55.5% |
| Participant deferral / active EE | $2,251 | $2,163+4.0% | $3,144-28.4% | $3,022-25.5% |
| Admin fee / account holder | $128 | $467-72.6% | $4,850-97.4% | $592-78.4% |