Filed April 1, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,136 |
LANDRUM, JIMMY F.4+ years Service code 49 7909 RIDGELINE N · AUSTIN, TX 787311323 | Other Services | $1,033 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,327 | $79,523-14.1% | $140,016-51.2% | $56,287+21.4% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.5pp |
| Annual return | -6.62% | 2.39%-9.0pp | 651.12%-657.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,473 | $3,350-26.2% | $5,606-55.9% | $2,111+17.2% |
| Participant deferral / active EE | $2,817 | $5,129-45.1% | $6,927-59.3% | $3,350-15.9% |
| Admin fee / account holder | $22 | $614-96.4% | $10,705-99.8% | $521-95.7% |