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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,006 | $122,693+6.0% | $184,203-29.4% | $199,593-34.9% |
| Participation rate | 97.6% | 86.8%+10.8pp | 86.8%+10.8pp | 72.0%+25.6pp |
| Annual return | 16.01% | 143.91%-127.9pp | 28.81%-12.8pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,232 | $4,584-29.5% | $6,427-49.7% | $3,034+6.5% |
| Participant deferral / active EE | $8,175 | $7,990+2.3% | $9,131-10.5% | $5,087+60.7% |
| Admin fee / account holder | $91 | $121-24.3% | $13,901-99.3% | $269-66.0% |