See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,475 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $44,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,615 | $84,936+98.5% | $111,297+51.5% | $79,386+112.4% |
| Participation rate | 95.3% | 75.9%+19.5pp | 77.3%+18.0pp | 70.7%+24.6pp |
| Annual return | 13.84% | 17.45%-3.6pp | 54.65%-40.8pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,696 | $1,979+86.7% | $2,731+35.3% | $2,427+52.2% |
| Participant deferral / active EE | $8,146 | $3,888+109.5% | $4,487+81.5% | $4,046+101.4% |
| Admin fee / account holder | $565 | $537+5.2% | $7,964-92.9% | $626-9.8% |