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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,818 |
MORNINGSTAR3 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,086 | $122,239-31.2% | $184,203-54.4% | $74,495+12.9% |
| Participation rate | 97.9% | 85.5%+12.5pp | 86.8%+11.1pp | 67.2%+30.7pp |
| Annual return | 14.09% | 19.95%-5.9pp | 28.81%-14.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,060 | $4,537-10.5% | $6,427-36.8% | $2,623+54.8% |
| Participant deferral / active EE | $4,888 | $7,139-31.5% | $9,131-46.5% | $4,346+12.5% |
| Admin fee / account holder | $250 | $1,260-80.1% | $13,901-98.2% | $1,942-87.1% |