Filed February 7, 2025 (most recent of 2 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 8-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 | $19,882 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,920 | $44,989+26.5% | $170,442-66.6% | $77,958-27.0% |
| Participation rate | 83.7% | 64.6%+19.1pp | 83.6%+0.1pp | 71.6%+12.0pp |
| Annual return | 0.00% | 19.61%-19.6pp | 205.93%-205.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $177 | $1,466-87.9% | $5,433-96.7% | $2,310-92.4% |
| Participant deferral / active EE | $623 | $2,208-71.8% | $4,939-87.4% | $3,537-82.4% |
| Admin fee / account holder | $40 | $69-42.2% | $13,880-99.7% | $97-59.1% |