Filed September 12, 2025 (most recent of 3 filings on file)
Total covered: 12 employees
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,700 |
WEALTHPLAN ADVISORS LLC3 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $14,953 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,586 | $79,523-66.6% | $140,016-81.0% | $56,287-52.8% |
| Participation rate | 93.1% | 85.7%+7.4pp | 87.5%+5.6pp | 69.9%+23.3pp |
| Annual return | -5.74% | 2.39%-8.1pp | 651.12%-656.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,287 | $3,350-61.6% | $5,606-77.0% | $2,111-39.0% |
| Participant deferral / active EE | $2,613 | $5,129-49.0% | $6,927-62.3% | $3,350-22.0% |
| Admin fee / account holder | $144 | $614-76.5% | $10,705-98.7% | $521-72.3% |