Filed April 24, 2026 (most recent of 4 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,067 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $26,574 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,245 | $46,173-49.7% | $170,442-86.4% | $69,631-66.6% |
| Participation rate | 98.0% | 63.9%+34.1pp | 83.6%+14.4pp | 70.7%+27.3pp |
| Annual return | 17.40% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,308 | $1,610-18.7% | $5,433-75.9% | $2,032-35.6% |
| Participant deferral / active EE | $1,811 | $2,080-13.0% | $4,939-63.3% | $3,224-43.8% |
| Admin fee / account holder | $98 | $116-15.9% | $13,880-99.3% | $110-11.7% |