Filed August 6, 2025 (most recent of 3 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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $996,270 |
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.); Investm... | $118,200 |
LEVENFELD PEARLSTEIN, LLC3 years Filed as: LEVENFELD PEARLSTEIN LLC Service code 29 · EIN 36-4271298 | Legal | $23,998 |
RICHEY MAY & CO LLP4 years Filed as: RICHEY MAY AND COMPANY Service code 49 · EIN 71-0911208 | Other Services | $8,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,045 | $122,693-83.7% | $184,203-89.1% | $199,593-90.0% |
| Participation rate | 99.9% | 86.8%+13.1pp | 86.8%+13.1pp | 72.0%+28.0pp |
| Annual return | 35.31% | 143.91%-108.6pp | 28.81%+6.5pp | 34.25%+1.1pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $55 | $121-54.7% | $13,901-99.6% | $269-79.7% |