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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,133 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $143,500 |
Service code 26 · EIN 26-2499046 | Advisory (Participants) | $6,608 |
MORNINGSTAR3 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 | $138,385 | $131,799+5.0% | $200,582-31.0% | $85,563+61.7% |
| Participation rate | 99.8% | 87.9%+11.9pp | 86.9%+12.9pp | 66.0%+33.9pp |
| Annual return | 19.38% | 21.59%-2.2pp | 42.33%-22.9pp | 31.51%-12.1pp |
| Employer contribution / active EE | $2,880 | $4,532-36.4% | $6,419-55.1% | $2,654+8.5% |
| Participant deferral / active EE | $6,762 | $7,702-12.2% | $9,331-27.5% | $4,375+54.5% |
| Admin fee / account holder | $238 | $235+1.2% | $16,305-98.5% | $834-71.5% |