See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ELEMENT WEALTH LLC1 year Filed as: ELEMENT WEALTH, LLC Service code 27 · EIN 20-4821221 | Advisory (Plan) | $16,777 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,795 |
Service code 13 · EIN 86-2963468 | Contract Administrator | $8,620 |
7 funds of $250K or more; 13 lines in all, holding $4.7M of the plan's $5.0M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund | $1.2M | 26.4% |
| Principal International Equity Index Separate Account-Z Principal · Separate account IndexRecordkeeper's own fund | $702K | 14.9% |
| The Hartford World Bond Fund Class R6 Hartford Funds · Mutual fund | $564K | 12.0% |
| Principal Core Fixed Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $561K | 11.9% |
| THE Hartford Equity Income Fund Class R6 Hartford Funds · Mutual fund | $466K | 9.9% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $431K | 9.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $265K | 5.6% |
| Columbia Small Cap Index I3 Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $230K | 4.9% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $149K | 3.2% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $91K | 1.9% |
See the other 3 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,676 | $50,815-41.6% | $155,509-80.9% | $77,643-61.8% |
| Participation rate | 30.7% | 63.1%-32.4pp | 78.2%-47.5pp | 70.6%-39.9pp |
| Annual return | 9.48% | 34.80%-25.3pp | 64.67%-55.2pp | 31.24%-21.8pp |
| Employer contribution / active EE | $409 | $1,993-79.5% | $4,672-91.2% | $2,726-85.0% |
| Participant deferral / active EE | $1,012 | $2,822-64.2% | $5,626-82.0% | $4,647-78.2% |
| Admin fee / account holder | $236 | $437-46.0% | $15,912-98.5% | $430-45.2% |