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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,916 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,552 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,420 | $65,376+99.5% | $87,100+49.7% | $65,185+100.1% |
| Participation rate | 96.8% | 75.3%+21.4pp | 76.9%+19.9pp | 70.2%+26.6pp |
| Annual return | 22.62% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $3,798 | $1,822+108.4% | $2,521+50.6% | $2,177+74.5% |
| Participant deferral / active EE | $8,071 | $3,388+138.2% | $4,049+99.3% | $3,514+129.7% |
| Admin fee / account holder | $442 | $520-15.0% | $7,497-94.1% | $847-47.9% |