Filed August 29, 2024 (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 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 COMPANY1+ years Filed as: THE PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $0 |
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 | $49,105 | $39,162+25.4% | $100,671-51.2% | $59,632-17.7% |
| Participation rate | 72.4% | 55.9%+16.6pp | 70.7%+1.7pp | 68.7%+3.7pp |
| Annual return | -0.08% | 21.07%-21.2pp | 20.43%-20.5pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,299 | $1,151+12.9% | $4,012-67.6% | $2,203-41.0% |
| Participant deferral / active EE | $4,722 | $1,992+137.1% | $3,144+50.2% | $3,192+48.0% |
| Admin fee / account holder | $7 | $2,969-99.8% | $4,850-99.9% | $4,297-99.8% |