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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,960 |
MORNINGSTAR2 years 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 | $131,285 | $129,021+1.8% | $184,203-28.7% | $77,643+69.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.60% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,267 | $4,413-3.3% | $6,427-33.6% | $2,726+56.5% |
| Participant deferral / active EE | $6,670 | $7,297-8.6% | $9,131-27.0% | $4,647+43.5% |
| Admin fee / account holder | $163 | $254-35.7% | $13,901-98.8% | $430-62.1% |