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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,884 |
GREENLEAF TRUST6+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 04-7133673 | Advisory (Plan) | $32,641 |
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 | $56,538 | $58,879-4.0% | $178,490-68.3% | $73,488-23.1% |
| Participation rate | 96.0% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 11.30% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,775 | $2,236+24.1% | $5,011-44.6% | $2,270+22.2% |
| Participant deferral / active EE | $6,085 | $2,567+137.0% | $5,202+17.0% | $3,740+62.7% |
| Admin fee / account holder | $184 | $400-54.0% | $13,984-98.7% | $513-64.1% |