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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,042 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $143,500 |
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 | $121,934 | $129,021-5.5% | $184,203-33.8% | $77,643+57.0% |
| Participation rate | 99.8% | 87.3%+12.5pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 17.71% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,712 | $4,413-38.5% | $6,427-57.8% | $2,726-0.5% |
| Participant deferral / active EE | $6,565 | $7,297-10.0% | $9,131-28.1% | $4,647+41.3% |
| Admin fee / account holder | $260 | $254+2.2% | $13,901-98.1% | $430-39.7% |