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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,285 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $79,356 | $98,982-19.8% | $162,163-51.1% | $65,185+21.7% |
| Participation rate | 90.3% | 85.8%+4.5pp | 87.6%+2.8pp | 70.2%+20.1pp |
| Annual return | 22.69% | 24.84%-2.2pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,663 | $3,467-23.2% | $5,614-52.6% | $2,177+22.3% |
| Participant deferral / active EE | $2,711 | $5,384-49.6% | $7,298-62.8% | $3,514-22.8% |
| Admin fee / account holder | $243 | $596-59.3% | $10,843-97.8% | $847-71.4% |