Filed June 9, 2025
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 | $484,752 |
Filed as: PRUDENTIAL INSURANCE AGENCY LLC Service code 49 · EIN 36-4576911 | Other Services | $68,557 |
PRUCO SECURITIES, LLC7 years Service code 49 · EIN 90-1018590 | Other Services | $17,314 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,355 | $53,199+17.2% | $155,567-59.9% | $199,768-68.8% |
| Participation rate | 70.5% | 64.1%+6.3pp | 78.2%-7.7pp | 72.0%-1.6pp |
| Annual return | 19.72% | 41.17%-21.5pp | 64.74%-45.0pp | 34.26%-14.5pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $3,725 | $3,163+17.8% | $5,628-33.8% | $5,090-26.8% |
| Admin fee / account holder | $165 | $186-11.1% | $15,916-99.0% | $269-38.7% |