Filed June 26, 2025
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,865 |
Filed as: INTEGRATED INVESTMENT CONSULTANTS L Service code 15 · EIN 47-4077557 | Recordkeeping | $8,898 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,058 | $88,083+106.7% | $164,813+10.5% | $74,495+144.4% |
| Participation rate | 93.9% | 73.0%+20.8pp | 78.6%+15.3pp | 67.2%+26.7pp |
| Annual return | 14.62% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $6,853 | $2,593+164.3% | $4,341+57.9% | $2,623+161.3% |
| Participant deferral / active EE | $13,343 | $4,498+196.7% | $6,031+121.2% | $4,346+207.0% |
| Admin fee / account holder | $201 | $2,234-91.0% | $12,690-98.4% | $1,942-89.7% |