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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,331 |
WEALTHPLAN ADVISORS LLC7 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $20,790 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,959 | $102,553-57.1% | $151,611-71.0% | $66,914-34.3% |
| Participation rate | 83.7% | 85.5%-1.8pp | 87.5%-3.8pp | 69.8%+13.9pp |
| Annual return | -16.85% | -10.82%-6.0pp | 3.33%-20.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,788 | $4,180-33.3% | $6,166-54.8% | $2,544+9.6% |
| Participant deferral / active EE | $3,542 | $6,641-46.7% | $8,363-57.7% | $4,237-16.4% |
| Admin fee / account holder | $220 | $630-65.1% | $11,616-98.1% | $593-63.0% |