Filed May 28, 2026 (most recent of 2 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,322 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $19,643 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,557 | $51,620-19.5% | $90,281-54.0% | $65,185-36.2% |
| Participation rate | 72.5% | 68.6%+3.8pp | 73.3%-0.8pp | 70.2%+2.3pp |
| Annual return | 17.47% | 24.94%-7.5pp | 78.10%-60.6pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,660 | $2,235-25.7% | $2,854-41.8% | $2,177-23.7% |
| Participant deferral / active EE | $2,830 | $2,871-1.4% | $3,885-27.2% | $3,514-19.4% |
| Admin fee / account holder | $333 | $384-13.3% | $5,351-93.8% | $847-60.7% |