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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,564 |
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 | $163,870 | $58,264+181.3% | $86,612+89.2% | $71,457+129.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 18.63% | 21.63%-3.0pp | 591.07%-572.4pp | 28.85%-10.2pp |
| Employer contribution / active EE | $9,400 | $2,574+265.2% | $3,022+211.0% | $2,588+263.3% |
| Participant deferral / active EE | $9,321 | $3,436+171.3% | $4,438+110.0% | $4,289+117.3% |
| Admin fee / account holder | $22 | $1,057-97.9% | $5,614-99.6% | $1,587-98.6% |