Filed November 3, 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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,835 | $50,574+2.5% | $169,368-69.4% | $80,160-35.3% |
| Participation rate | 38.6% | 67.8%-29.2pp | 77.1%-38.5pp | 72.9%-34.3pp |
| Annual return | 0.00% | 22.92%-22.9pp | 405.60%-405.6pp | 40.38%-40.4pp |
| Employer contribution / active EE | $717 | $1,693-57.6% | $4,013-82.1% | $2,978-75.9% |
| Participant deferral / active EE | $1,951 | $4,164-53.1% | $6,221-68.6% | $5,017-61.1% |
| Admin fee / account holder | $85 | $107-20.4% | $9,003-99.1% | $145-41.4% |