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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,101 |
WEALTHPLAN ADVISORS LLC6 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $24,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,468 | $121,341-58.4% | $189,513-73.4% | $79,386-36.4% |
| Participation rate | 87.4% | 86.1%+1.3pp | 87.8%-0.4pp | 70.7%+16.7pp |
| Annual return | 15.05% | 21.08%-6.0pp | 555.15%-540.1pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,874 | $3,915-26.6% | $6,162-53.4% | $2,427+18.4% |
| Participant deferral / active EE | $3,780 | $6,395-40.9% | $8,221-54.0% | $4,046-6.6% |
| Admin fee / account holder | $214 | $651-67.2% | $12,045-98.2% | $626-65.9% |