Filed April 16, 2026
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,298 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $52,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,808 | $111,491-53.5% | $189,513-72.7% | $86,799-40.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.8%+10.6pp | 72.3%+26.1pp |
| Annual return | 23.14% | 83.50%-60.4pp | 555.15%-532.0pp | 97.91%-74.8pp |
| Employer contribution / active EE | $4,334 | $3,951+9.7% | $6,162-29.7% | $2,405+80.2% |
| Participant deferral / active EE | $5,288 | $6,437-17.8% | $8,221-35.7% | $4,131+28.0% |
| Admin fee / account holder | $239 | $189+26.7% | $12,045-98.0% | $170+41.0% |