Filed April 29, 2026
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 5-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 LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $51,885 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $18,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $528 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,045 | $130,194-53.1% | $169,993-64.1% | $71,457-14.6% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.0%+11.4pp | 67.9%+30.5pp |
| Annual return | 16.18% | 20.37%-4.2pp | 53.37%-37.2pp | 28.85%-12.7pp |
| Employer contribution / active EE | $6,263 | $4,381+42.9% | $6,785-7.7% | $2,588+142.0% |
| Participant deferral / active EE | $10,986 | $6,923+58.7% | $10,408+5.6% | $4,289+156.2% |
| Admin fee / account holder | $372 | $966-61.5% | $12,815-97.1% | $1,587-76.6% |