Filed August 19, 2026 (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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 49 · EIN 04-2675571 | Other Services | $5,011 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $598 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,450 | $46,732-52.0% | $156,549-85.7% | $55,167-59.3% |
| Participation rate | 52.9% | 65.8%-12.9pp | 84.0%-31.1pp | 69.0%-16.0pp |
| Annual return | 14.28% | 17.72%-3.4pp | 32.23%-17.9pp | 169.23%-154.9pp |
| Employer contribution / active EE | $471 | $2,105-77.6% | $5,501-91.4% | $1,963-76.0% |
| Participant deferral / active EE | $2,239 | $2,204+1.6% | $4,871-54.0% | $3,054-26.7% |
| Admin fee / account holder | $13 | $418-96.9% | $13,027-99.9% | $504-97.4% |