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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,678 |
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 | $61,326 | $82,546-25.7% | $140,016-56.2% | $75,289-18.5% |
| Participation rate | 95.9% | 88.4%+7.5pp | 87.5%+8.4pp | 72.4%+23.5pp |
| Annual return | -3.94% | -0.36%-3.6pp | 651.12%-655.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,109 | $3,856-45.3% | $5,606-62.4% | $2,405-12.3% |
| Participant deferral / active EE | $5,795 | $5,731+1.1% | $6,927-16.3% | $3,739+55.0% |
| Admin fee / account holder | $78 | $86-9.5% | $10,705-99.3% | $102-24.1% |