Filed May 21, 2026 (most recent of 2 filings on file)
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 | $12,201 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,789 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,070 | $57,976-34.3% | $62,995-39.6% | $62,292-38.9% |
| Participation rate | 87.2% | 75.9%+11.3pp | 74.8%+12.4pp | 69.5%+17.7pp |
| Annual return | 11.56% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $1,919 | $2,415-20.5% | $2,759-30.4% | $2,042-6.0% |
| Participant deferral / active EE | $3,522 | $2,956+19.1% | $3,329+5.8% | $3,169+11.1% |
| Admin fee / account holder | $69 | $276-75.0% | $3,600-98.1% | $479-85.6% |