Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 11 · EIN 42-1520346 PO BOX 777 · DES MOINES, IA 50303 | Actuarial | $27,074 |
PBGC PREMIUM1 year Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET, SW · WASHINGTON, DC 200242101 | Other insurance fees and expenses; In... | $26,004 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $20,000 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 25.61% | 9.67%+15.9pp | 7.70%+17.9pp | 22.81%+2.8pp |
| Employer contribution / active EE | $0 | $11,016-100.0% | $28,478-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |