Filed April 29, 2026 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,054 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,342 | $41,854+106.3% | $73,843+16.9% | $52,331+65.0% |
| Participation rate | 96.7% | 66.2%+30.5pp | 73.4%+23.3pp | 68.1%+28.6pp |
| Annual return | 1.70% | 2.11%-0.4pp | 2267.84%-2266.1pp | 4.54%-2.8pp |
| Employer contribution / active EE | $8,790 | $1,920+357.8% | $2,787+215.4% | $1,882+367.2% |
| Participant deferral / active EE | $6,266 | $2,498+150.8% | $3,583+74.9% | $3,022+107.3% |
| Admin fee / account holder | $14 | $493-97.1% | $4,880-99.7% | $592-97.6% |