Filed December 8, 2025 (most recent of 3 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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,988 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,607 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $170 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,808 | $51,576+16.0% | $129,207-53.7% | $80,856-26.0% |
| Participation rate | 94.2% | 57.0%+37.2pp | 69.6%+24.6pp | 67.6%+26.5pp |
| Annual return | 10.36% | 20.81%-10.4pp | 9417.33%-9407.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,445 | $1,584+54.3% | $4,153-41.1% | $2,755-11.3% |
| Participant deferral / active EE | $5,032 | $2,669+88.5% | $4,168+20.7% | $4,296+17.1% |
| Admin fee / account holder | $452 | $4,305-89.5% | $7,715-94.1% | $6,918-93.5% |