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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,620 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $83,313 | $136,307-38.9% | $177,821-53.1% | $73,488+13.4% |
| Participation rate | 96.7% | 86.1%+10.6pp | 87.7%+9.0pp | 70.7%+26.1pp |
| Annual return | 14.28% | 18.68%-4.4pp | 48.32%-34.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $2,896 | $3,712-22.0% | $5,918-51.1% | $2,270+27.5% |
| Participant deferral / active EE | $3,256 | $5,829-44.1% | $7,714-57.8% | $3,740-12.9% |
| Admin fee / account holder | $243 | $596-59.3% | $12,427-98.0% | $513-52.7% |