Filed June 11, 2026 (most recent of 6 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 | $1,540,397 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $168,826 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $64,000 |
NORTON ROSE FULBRIGHT10+ years Filed as: NORTON HEALTHCARE INC Service code 49 · EIN 61-1028725 | Other Services | $54,496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $88,245 | $73,283+20.4% | $155,509-43.3% | $106,382-17.0% |
| Participation rate | 96.7% | 73.3%+23.4pp | 78.2%+18.5pp | 69.9%+26.8pp |
| Annual return | 15.45% | 15.77%-0.3pp | 64.67%-49.2pp | 17.37%-1.9pp |
| Employer contribution / active EE | $4,292 | $2,247+91.0% | $4,672-8.1% | $3,364+27.6% |
| Participant deferral / active EE | $6,598 | $4,580+44.1% | $5,626+17.3% | $5,569+18.5% |
| Admin fee / account holder | $66 | $56+18.1% | $15,912-99.6% | $79-16.3% |