See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,713 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $21,128 |
10 funds of $250K or more; 24 lines in all, holding $5.9M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.0M | 52.1% |
| LargeCap S&P 500 Index Fund Institutional Class Principal · Mutual fund IndexRecordkeeper's own fund | $437K | 7.5% |
| Prin Fixed Inc Guar Option Manager not matched · Insurance contract | $367K | 6.3% |
| Cref Stock R1 X2 TIAA (Nuveen) · Mutual fund | $358K | 6.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $276K | 4.7% |
| Principal Div Intl R6 Fund Principal · Mutual fund Recordkeeper's own fund | $147K | 2.5% |
| MidCap S&P 400 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $132K | 2.3% |
| Fidelity LgCap Index Fund Fidelity (FMR) · Mutual fund Index | $124K | 2.1% |
| SmallCap S&P 600 Index Fund R-6 Principal · Mutual fund IndexRecordkeeper's own fund | $124K | 2.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $88K | 1.5% |
See the other 14 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,266 | $52,406-36.5% | $129,207-74.3% | $74,495-55.3% |
| Participation rate | 76.0% | 53.8%+22.2pp | 69.6%+6.4pp | 67.2%+8.8pp |
| Annual return | 13.80% | 15.66%-1.9pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,704 | $1,531+11.3% | $4,153-59.0% | $2,623-35.0% |
| Participant deferral / active EE | $2,359 | $2,794-15.6% | $4,168-43.4% | $4,346-45.7% |
| Admin fee / account holder | $251 | $2,633-90.5% | $7,715-96.7% | $1,942-87.1% |