Filed July 30, 2025
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 9-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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,537 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,041 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,880 | $80,731-58.0% | $103,374-67.2% | $74,546-54.6% |
| Participation rate | 88.2% | 65.7%+22.5pp | 74.5%+13.7pp | 67.2%+21.0pp |
| Annual return | 18.59% | 27.56%-9.0pp | 24.89%-6.3pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $909 | $3,158-71.2% | $3,869-76.5% | $2,624-65.4% |
| Participant deferral / active EE | $2,737 | $3,860-29.1% | $5,058-45.9% | $4,347-37.1% |
| Admin fee / account holder | $250 | $2,369-89.4% | $8,394-97.0% | $1,944-87.1% |