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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,568 |
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 | $53,007 | $80,354-34.0% | $133,980-60.4% | $63,975-17.1% |
| Participation rate | 95.0% | 87.5%+7.5pp | 87.1%+7.9pp | 71.1%+23.8pp |
| Annual return | 8.65% | 13.11%-4.5pp | 29.30%-20.6pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,610 | $3,503-54.0% | $5,211-69.1% | $2,182-26.2% |
| Participant deferral / active EE | $5,197 | $5,239-0.8% | $6,282-17.3% | $3,356+54.8% |
| Admin fee / account holder | $18 | $69-74.4% | $9,324-99.8% | $70-74.8% |