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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,211 |
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 | $91,686 | $110,699-17.2% | $177,821-48.4% | $90,288+1.5% |
| Participation rate | 96.4% | 88.3%+8.1pp | 87.7%+8.7pp | 73.4%+23.1pp |
| Annual return | 19.92% | 22.79%-2.9pp | 48.32%-28.4pp | 53.97%-34.0pp |
| Employer contribution / active EE | $2,461 | $4,118-40.2% | $5,918-58.4% | $2,524-2.5% |
| Participant deferral / active EE | $6,490 | $6,731-3.6% | $7,714-15.9% | $4,232+53.4% |
| Admin fee / account holder | $100 | $90+10.7% | $12,427-99.2% | $114-12.6% |