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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,292 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $100,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,711 | $127,481-85.3% | $149,696-87.5% | $90,288-79.3% |
| Participation rate | 91.6% | 78.2%+13.4pp | 82.5%+9.1pp | 73.4%+18.2pp |
| Annual return | 13.67% | 57.78%-44.1pp | 276.60%-262.9pp | 53.97%-40.3pp |
| Employer contribution / active EE | $768 | $3,448-77.7% | $4,644-83.5% | $2,524-69.6% |
| Participant deferral / active EE | $2,411 | $6,975-65.4% | $6,842-64.8% | $4,232-43.0% |
| Admin fee / account holder | $60 | $152-60.2% | $9,309-99.4% | $114-47.1% |