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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,879 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $21,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,334 | $66,124-28.4% | $90,404-47.6% | $73,488-35.6% |
| Participation rate | 67.5% | 69.7%-2.1pp | 72.7%-5.1pp | 70.7%-3.1pp |
| Annual return | 11.38% | 17.65%-6.3pp | 1293.02%-1281.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,739 | $2,346-25.9% | $3,262-46.7% | $2,270-23.4% |
| Participant deferral / active EE | $2,879 | $3,039-5.3% | $3,963-27.4% | $3,740-23.0% |
| Admin fee / account holder | $364 | $396-8.1% | $5,611-93.5% | $513-29.0% |