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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $210,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,574 | $95,918-5.6% | $151,611-40.3% | $77,904+16.3% |
| Participation rate | 97.6% | 88.7%+8.9pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | -16.82% | -5.50%-11.3pp | 3.33%-20.2pp | 12.21%-29.0pp |
| Employer contribution / active EE | $2,795 | $4,330-35.5% | $6,166-54.7% | $2,848-1.8% |
| Participant deferral / active EE | $7,281 | $7,508-3.0% | $8,363-12.9% | $4,806+51.5% |
| Admin fee / account holder | $110 | $93+17.5% | $11,616-99.1% | $133-17.3% |