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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,962 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,933 | $131,799+0.9% | $200,582-33.7% | $85,563+55.4% |
| Participation rate | 99.2% | 87.9%+11.3pp | 86.9%+12.3pp | 66.0%+33.3pp |
| Annual return | 15.12% | 21.59%-6.5pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $4,182 | $4,532-7.7% | $6,419-34.8% | $2,654+57.6% |
| Participant deferral / active EE | $6,495 | $7,702-15.7% | $9,331-30.4% | $4,375+48.5% |
| Admin fee / account holder | $135 | $235-42.6% | $16,305-99.2% | $834-83.8% |