Filed March 11, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,092 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,750 |
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 | $118,669 | $111,491+6.4% | $189,513-37.4% | $86,799+36.7% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.8%+12.0pp | 72.3%+27.5pp |
| Annual return | 27.73% | 83.50%-55.8pp | 555.15%-527.4pp | 97.91%-70.2pp |
| Employer contribution / active EE | $2,819 | $3,951-28.7% | $6,162-54.3% | $2,405+17.2% |
| Participant deferral / active EE | $6,038 | $6,437-6.2% | $8,221-26.6% | $4,131+46.2% |
| Admin fee / account holder | $272 | $189+44.2% | $12,045-97.7% | $170+60.5% |