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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,288 |
GREENLEAF TRUST4+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $25,755 |
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 | $37,424 | $47,977-22.0% | $154,107-75.7% | $56,287-33.5% |
| Participation rate | 97.3% | 66.2%+31.1pp | 83.0%+14.2pp | 69.9%+27.4pp |
| Annual return | -6.74% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,310 | $2,169+6.5% | $5,298-56.4% | $2,111+9.4% |
| Participant deferral / active EE | $4,838 | $2,392+102.3% | $5,081-4.8% | $3,350+44.4% |
| Admin fee / account holder | $142 | $438-67.7% | $13,411-98.9% | $521-72.8% |