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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,102 |
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 | $126,351 | $111,608+13.2% | $177,821-28.9% | $73,409+72.1% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 19.83% | 18.23%+1.6pp | 48.32%-28.5pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,743 | $3,796-1.4% | $5,918-36.8% | $2,234+67.6% |
| Participant deferral / active EE | $5,631 | $6,199-9.2% | $7,714-27.0% | $3,805+48.0% |
| Admin fee / account holder | $127 | $166-23.4% | $12,427-99.0% | $158-19.6% |