Filed June 9, 2025 (most recent of 4 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,487 |
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 | $105,511 | $88,515+19.2% | $162,163-34.9% | $67,579+56.1% |
| Participation rate | 98.7% | 86.8%+11.9pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 23.27% | 27.04%-3.8pp | 115.59%-92.3pp | 378.56%-355.3pp |
| Employer contribution / active EE | $3,477 | $3,563-2.4% | $5,614-38.1% | $2,148+61.9% |
| Participant deferral / active EE | $5,241 | $5,724-8.4% | $7,298-28.2% | $3,539+48.1% |
| Admin fee / account holder | $121 | $124-1.9% | $10,843-98.9% | $142-14.7% |