Filed July 25, 2025 (most recent of 5 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $352,470 |
MERCER1 year Service code 27 · EIN 61-0736136 | Advisory (Plan) | $99,083 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581826 | Contract Administrator | $94,241 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 | Accounting | $60,800 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP, CHARTER Service code 29 · EIN 52-1219029 | Legal | $31,170 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,209 | $160,882+136.9% | $200,582+90.1% | $102,872+270.6% |
| Participation rate | 99.2% | 91.2%+8.1pp | 86.9%+12.4pp | 73.0%+26.2pp |
| Annual return | 15.78% | 18.15%-2.4pp | 42.33%-26.5pp | 19.06%-3.3pp |
| Employer contribution / active EE | $16,011 | $5,602+185.8% | $6,419+149.4% | $3,526+354.0% |
| Participant deferral / active EE | $14,645 | $9,300+57.5% | $9,331+56.9% | $5,535+164.6% |
| Admin fee / account holder | $121 | $125-3.3% | $16,305-99.3% | $292-58.7% |