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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,342 |
Filed as: MERRILL LYNCH ACCOUNTS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,621 | $60,323+201.1% | $81,812+122.0% | $74,495+143.8% |
| Participation rate | 99.2% | 62.9%+36.4pp | 72.3%+26.9pp | 67.2%+32.0pp |
| Annual return | 14.51% | 16.90%-2.4pp | 773.79%-759.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $12,312 | $2,620+369.9% | $2,912+322.8% | $2,623+369.4% |
| Participant deferral / active EE | $9,908 | $3,387+192.5% | $4,319+129.4% | $4,346+128.0% |
| Admin fee / account holder | $402 | $1,486-73.0% | $7,386-94.6% | $1,942-79.3% |