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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,599 |
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 | $75,775 | $95,776-20.9% | $162,163-53.3% | $77,787-2.6% |
| Participation rate | 95.9% | 88.6%+7.3pp | 87.6%+8.4pp | 73.2%+22.7pp |
| Annual return | 25.55% | 37.03%-11.5pp | 115.59%-90.0pp | 32.57%-7.0pp |
| Employer contribution / active EE | $2,263 | $3,874-41.6% | $5,614-59.7% | $2,504-9.6% |
| Participant deferral / active EE | $6,108 | $6,125-0.3% | $7,298-16.3% | $3,967+53.9% |
| Admin fee / account holder | $96 | $88+9.7% | $10,843-99.1% | $100-3.9% |