Filed May 29, 2025 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,042 |
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $45,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,938 | $95,388-47.6% | $125,339-60.2% | $77,904-35.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 82.4%+10.9pp | 73.7%+19.6pp |
| Annual return | -23.24% | 116.19%-139.4pp | 572.05%-595.3pp | 12.21%-35.4pp |
| Employer contribution / active EE | $1,767 | $3,666-51.8% | $4,814-63.3% | $2,848-38.0% |
| Participant deferral / active EE | $5,071 | $7,711-34.2% | $7,446-31.9% | $4,806+5.5% |
| Admin fee / account holder | $33 | $119-72.1% | $10,010-99.7% | $133-75.0% |