Filed September 12, 2025 (most recent of 3 filings on file)
Total covered: 12 employees
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,210 | $130,194-63.7% | $169,993-72.2% | $71,457-33.9% |
| Participation rate | 89.3% | 86.1%+3.1pp | 87.0%+2.3pp | 67.9%+21.4pp |
| Annual return | 17.37% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,903 | $4,381-33.7% | $6,785-57.2% | $2,588+12.2% |
| Participant deferral / active EE | $3,524 | $6,923-49.1% | $10,408-66.1% | $4,289-17.8% |
| Admin fee / account holder | $224 | $966-76.8% | $12,815-98.3% | $1,587-85.9% |