Filed May 22, 2025 (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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 21 · EIN 42-0127290 | Bank Trustee | $28,110 |
MERCER7 years Service code 11 · EIN 13-2934414 | Actuarial | $9,338 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $381,452-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 33.3%-33.3pp | 2.4%-2.4pp |
| Annual return | -6.96% | 22.81%-29.8pp | 7.47%-14.4pp | 22.81%-29.8pp |
| Employer contribution / active EE | $7,353 | $18,290-59.8% | $44,557-83.5% | $18,290-59.8% |
| Participant deferral / active EE | $0 | $603-100.0% | $182-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $3,849-100.0% | $85,222-100.0% |