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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,872 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,059 | $45,324-7.2% | $122,332-65.6% | $69,631-39.6% |
| Participation rate | 46.5% | 59.9%-13.4pp | 71.6%-25.1pp | 70.7%-24.1pp |
| Annual return | 16.76% | 25.35%-8.6pp | 30.27%-13.5pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $791 | $1,230-35.7% | $4,050-80.5% | $2,032-61.1% |
| Participant deferral / active EE | $2,236 | $2,367-5.5% | $3,287-32.0% | $3,224-30.6% |
| Admin fee / account holder | $49 | $87-43.3% | $5,478-99.1% | $110-55.3% |