Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$7K in admin expenses, $37 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more, counting each target-date vintage; shown as 3 lines, holding $2.3M of the plan's $2.6M. Recordkeeper: Principal.
Target-date series: Fidelity Freedom, mutual fund, 100% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $2.2M | 99.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2K | 0.1% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $2K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $7,172 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
1 filing