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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,596 |
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $23,255 |
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 | $36,227 | $55,453-34.7% | $170,442-78.7% | $62,292-41.8% |
| Participation rate | 96.4% | 66.4%+30.0pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 14.19% | 21.38%-7.2pp | 205.93%-191.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,899 | $2,164-12.3% | $5,433-65.1% | $2,042-7.0% |
| Participant deferral / active EE | $3,784 | $2,303+64.3% | $4,939-23.4% | $3,169+19.4% |
| Admin fee / account holder | $130 | $455-71.5% | $13,880-99.1% | $479-73.0% |