Filed July 28, 2026 (most recent of 3 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,867 | $62,267+84.5% | $110,238+4.2% | $55,725+106.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 79.8%+14.9pp | 70.9%+23.8pp |
| Annual return | -4.99% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $7,508 | $1,941+286.7% | $3,826+96.2% | $2,078+261.3% |
| Participant deferral / active EE | $5,617 | $3,516+59.8% | $4,672+20.2% | $3,356+67.4% |
| Admin fee / account holder | $9 | $121-92.3% | $8,547-99.9% | $115-91.9% |