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 |
|---|---|---|
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,610 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,160 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $133,671 | $65,376+104.5% | $87,100+53.5% | $65,185+105.1% |
| Participation rate | 93.0% | 75.3%+17.6pp | 76.9%+16.1pp | 70.2%+22.8pp |
| Annual return | 26.30% | 31.27%-5.0pp | 28.19%-1.9pp | 29.38%-3.1pp |
| Employer contribution / active EE | $2,050 | $1,822+12.5% | $2,521-18.7% | $2,177-5.8% |
| Participant deferral / active EE | $6,681 | $3,388+97.2% | $4,049+65.0% | $3,514+90.1% |
| Admin fee / account holder | $14 | $520-97.2% | $7,497-99.8% | $847-98.3% |