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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,845 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,877 | $121,341-45.7% | $189,513-65.2% | $79,386-17.0% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.8%+5.7pp | 70.7%+22.8pp |
| Annual return | 15.42% | 21.08%-5.7pp | 555.15%-539.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,120 | $3,915-20.3% | $6,162-49.4% | $2,427+28.5% |
| Participant deferral / active EE | $3,301 | $6,395-48.4% | $8,221-59.8% | $4,046-18.4% |
| Admin fee / account holder | $202 | $651-69.0% | $12,045-98.3% | $626-67.7% |