Filed August 11, 2025
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,374 |
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 | $32,298 | $71,192-54.6% | $117,854-72.6% | $62,292-48.2% |
| Participation rate | 98.8% | 74.2%+24.5pp | 79.7%+19.1pp | 69.5%+29.3pp |
| Annual return | 37.98% | 18.66%+19.3pp | 335.08%-297.1pp | 28.90%+9.1pp |
| Employer contribution / active EE | $3,552 | $1,934+83.7% | $3,786-6.2% | $2,042+73.9% |
| Participant deferral / active EE | $5,073 | $3,189+59.1% | $4,482+13.2% | $3,169+60.1% |
| Admin fee / account holder | $8 | $587-98.7% | $8,020-99.9% | $479-98.4% |