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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,750 |
WEALTHPLAN ADVISORS LLC4 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $16,089 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,910 | $98,982-65.7% | $162,163-79.1% | $65,185-48.0% |
| Participation rate | 90.6% | 85.8%+4.8pp | 87.6%+3.0pp | 70.2%+20.4pp |
| Annual return | 23.20% | 24.84%-1.6pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,297 | $3,467-33.7% | $5,614-59.1% | $2,177+5.5% |
| Participant deferral / active EE | $2,944 | $5,384-45.3% | $7,298-59.7% | $3,514-16.2% |
| Admin fee / account holder | $159 | $596-73.3% | $10,843-98.5% | $847-81.2% |