Filed September 23, 2026 (most recent of 2 filings on file)
Total covered: 4 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,075 |
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $19,614 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,429 | $46,732-24.2% | $156,549-77.4% | $55,167-35.8% |
| Participation rate | 95.6% | 65.8%+29.8pp | 84.0%+11.6pp | 69.0%+26.6pp |
| Annual return | 13.87% | 17.72%-3.8pp | 32.23%-18.4pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,932 | $2,105-8.2% | $5,501-64.9% | $1,963-1.5% |
| Participant deferral / active EE | $4,120 | $2,204+86.9% | $4,871-15.4% | $3,054+34.9% |
| Admin fee / account holder | $115 | $418-72.6% | $13,027-99.1% | $504-77.2% |