Filed April 17, 2025 (most recent of 3 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,129 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,181 | $71,802-19.0% | $133,980-56.6% | $57,658+0.9% |
| Participation rate | 95.3% | 85.5%+9.8pp | 87.1%+8.2pp | 70.2%+25.0pp |
| Annual return | 6.41% | 13.51%-7.1pp | 29.30%-22.9pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,769 | $3,161-12.4% | $5,211-46.9% | $1,974+40.3% |
| Participant deferral / active EE | $3,201 | $4,606-30.5% | $6,282-49.0% | $3,061+4.6% |
| Admin fee / account holder | $12 | $88-86.4% | $9,324-99.9% | $95-87.4% |