Filed February 11, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,105 | $160,882-6.1% | $200,582-24.7% | $102,872+46.9% |
| Participation rate | 97.6% | 91.2%+6.4pp | 86.9%+10.7pp | 73.0%+24.5pp |
| Annual return | 17.26% | 18.15%-0.9pp | 42.33%-25.1pp | 19.06%-1.8pp |
| Employer contribution / active EE | $3,620 | $5,602-35.4% | $6,419-43.6% | $3,526+2.6% |
| Participant deferral / active EE | $8,795 | $9,300-5.4% | $9,331-5.7% | $5,535+58.9% |
| Admin fee / account holder | $118 | $125-5.1% | $16,305-99.3% | $292-59.5% |