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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,753 |
Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $3,438 |
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 | $123,886 | $60,165+105.9% | $74,183+67.0% | $55,167+124.6% |
| Participation rate | 93.0% | 74.2%+18.8pp | 76.6%+16.3pp | 69.0%+24.0pp |
| Annual return | 10.34% | 10.00%+0.3pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,158 | $1,600+34.9% | $2,370-8.9% | $1,963+10.0% |
| Participant deferral / active EE | $6,688 | $2,973+125.0% | $3,550+88.4% | $3,054+119.0% |
| Admin fee / account holder | $58 | $419-86.2% | $5,586-99.0% | $504-88.5% |