See peer percentile detail with Solo.
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See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,331 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $51,695 |
BRICKLEY DELONG1 year Filed as: BRINCKLEY DELONG PC Service code 10 · EIN 38-2088116 | Accounting | $9,075 |
25 funds of $250K or more; 17 lines in all, holding $48.7M of the plan's $49.6M. From the 2025 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $32.7M | 67.2% |
| Principal LargeCap S&P 500 Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $4.7M | 9.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.0M | 4.0% |
| JanusHenderson Balanced N Manager not matched · Other | $1.5M | 3.0% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $1.3M | 2.7% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $1.1M | 2.4% |
| Principal Intl Equity Index SA-Z Principal · Mutual fund IndexRecordkeeper's own fund | $1.1M | 2.3% |
| Principal Core Fixed Income Separate Account-Z Principal · Separate account Recordkeeper's own fund | $813K | 1.7% |
| New World Fund Capital Group · Mutual fund | $739K | 1.5% |
| MidCap S&P 400 Index Fund (Z) Principal · Mutual fund IndexRecordkeeper's own fund | $539K | 1.1% |
See the other 7 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price/Brown Advisory Large Cap Growth I SA-Z to JPMorgan Large Cap Growth Fund | $1.1M to $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,935 | $108,549-31.9% | $156,263-52.7% | $85,563-13.6% |
| Participation rate | 98.5% | 77.1%+21.4pp | 78.9%+19.6pp | 66.0%+32.5pp |
| Annual return | 16.45% | 21.79%-5.3pp | 59.47%-43.0pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,488 | $2,690-44.7% | $4,333-65.7% | $2,654-43.9% |
| Participant deferral / active EE | $6,645 | $4,800+38.4% | $6,158+7.9% | $4,375+51.9% |
| Admin fee / account holder | $255 | $650-60.7% | $14,255-98.2% | $834-69.4% |