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 7-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 | $208,490 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $115,286 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,806 | $101,523-84.4% | $141,162-88.8% | $77,787-79.7% |
| Participation rate | 91.6% | 77.4%+14.2pp | 82.5%+9.1pp | 73.2%+18.4pp |
| Annual return | 25.28% | 56.22%-30.9pp | 71.39%-46.1pp | 32.57%-7.3pp |
| Employer contribution / active EE | $861 | $3,341-74.2% | $4,735-81.8% | $2,504-65.6% |
| Participant deferral / active EE | $2,605 | $6,434-59.5% | $6,709-61.2% | $3,967-34.3% |
| Admin fee / account holder | $60 | $92-34.5% | $10,261-99.4% | $100-40.0% |