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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,935 | $112,686-1.6% | $169,993-34.7% | $80,160+38.4% |
| Participation rate | 97.4% | 87.4%+10.0pp | 87.0%+10.4pp | 72.9%+24.4pp |
| Annual return | 19.70% | 67.04%-47.3pp | 53.37%-33.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $2,984 | $4,481-33.4% | $6,785-56.0% | $2,978+0.2% |
| Participant deferral / active EE | $7,525 | $7,876-4.5% | $10,408-27.7% | $5,017+50.0% |
| Admin fee / account holder | $97 | $99-2.3% | $12,815-99.2% | $145-33.2% |