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 23 · EIN 42-1520346 PO BOX 777 · DES MOINES, IA 50303 | Other insurance fees and expenses; In... | $19,967 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $16,500 |
PBGC PREMIUM2 years Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET SW · WASHINGTON, DC 200242101 | Insurance services; Other insurance f... | $16,160 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | -2.50% | 9.45%-11.9pp | 5.17%-7.7pp | 7.65%-10.2pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,422-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |