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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,305 |
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 | $135,690 | $69,159+96.2% | $125,175+8.4% | $67,579+100.8% |
| Participation rate | 97.1% | 78.2%+18.9pp | 79.8%+17.3pp | 71.3%+25.8pp |
| Annual return | 22.11% | 27.12%-5.0pp | 43.79%-21.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $7,469 | $2,023+269.1% | $3,865+93.2% | $2,148+247.8% |
| Participant deferral / active EE | $5,912 | $3,700+59.8% | $4,937+19.8% | $3,539+67.1% |
| Admin fee / account holder | $133 | $142-6.1% | $9,702-98.6% | $142-6.5% |