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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,184 |
WEALTHPLAN ADVISORS LLC5 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $18,907 |
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 | $41,677 | $136,307-69.4% | $177,821-76.6% | $73,488-43.3% |
| Participation rate | 89.1% | 86.1%+3.0pp | 87.7%+1.4pp | 70.7%+18.4pp |
| Annual return | 16.80% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,521 | $3,712-32.1% | $5,918-57.4% | $2,270+11.0% |
| Participant deferral / active EE | $3,060 | $5,829-47.5% | $7,714-60.3% | $3,740-18.2% |
| Admin fee / account holder | $183 | $596-69.3% | $12,427-98.5% | $513-64.3% |