Filed April 29, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,654 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,177 | $51,197+179.7% | $82,719+73.1% | $66,914+114.0% |
| Participation rate | 98.3% | 67.8%+30.4pp | 72.6%+25.7pp | 69.8%+28.5pp |
| Annual return | -11.94% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $9,527 | $2,611+264.9% | $3,009+216.6% | $2,544+274.5% |
| Participant deferral / active EE | $10,089 | $3,458+191.8% | $4,395+129.5% | $4,237+138.1% |
| Admin fee / account holder | $24 | $416-94.3% | $5,329-99.6% | $593-96.0% |