Filed June 9, 2025 (most recent of 4 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,496 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,834 | $100,227+20.6% | $169,993-28.9% | $74,419+62.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 18.41% | 66.08%-47.7pp | 53.37%-35.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $5,793 | $4,263+35.9% | $6,785-14.6% | $2,637+119.6% |
| Participant deferral / active EE | $6,149 | $7,143-13.9% | $10,408-40.9% | $4,528+35.8% |
| Admin fee / account holder | $136 | $234-41.9% | $12,815-98.9% | $348-60.8% |