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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,231 | $118,337-7.7% | $189,513-42.4% | $93,030+17.4% |
| Participation rate | 97.4% | 89.1%+8.3pp | 87.8%+9.6pp | 73.9%+23.5pp |
| Annual return | 17.55% | 21.77%-4.2pp | 555.15%-537.6pp | 158.70%-141.2pp |
| Employer contribution / active EE | $2,875 | $4,204-31.6% | $6,162-53.3% | $2,706+6.3% |
| Participant deferral / active EE | $7,443 | $7,123+4.5% | $8,221-9.5% | $4,562+63.1% |
| Admin fee / account holder | $74 | $100-25.4% | $12,045-99.4% | $152-51.0% |