Filed May 29, 2025 (most recent of 2 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,461 |
SECURITIES AMERICA INC2+ years Service code 49 · EIN 11-2551174 | Other Services | $4,271 |
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 | $29,810 | $85,635-65.2% | $123,892-75.9% | $63,975-53.4% |
| Participation rate | 87.0% | 74.9%+12.0pp | 81.4%+5.5pp | 71.1%+15.8pp |
| Annual return | 10.25% | 15.74%-5.5pp | 47.52%-37.3pp | 48.65%-38.4pp |
| Employer contribution / active EE | $1,296 | $3,076-57.9% | $4,617-71.9% | $2,182-40.6% |
| Participant deferral / active EE | $3,612 | $5,667-36.3% | $5,984-39.6% | $3,356+7.6% |
| Admin fee / account holder | $35 | $75-53.3% | $8,357-99.6% | $70-50.4% |