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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,679 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $75,041 | $130,194-42.4% | $169,993-55.9% | $71,457+5.0% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.0%+12.5pp | 67.9%+31.6pp |
| Annual return | 18.00% | 20.37%-2.4pp | 53.37%-35.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,273 | $4,381-2.5% | $6,785-37.0% | $2,588+65.1% |
| Participant deferral / active EE | $4,362 | $6,923-37.0% | $10,408-58.1% | $4,289+1.7% |
| Admin fee / account holder | $209 | $966-78.4% | $12,815-98.4% | $1,587-86.9% |