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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,583 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $14,034 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $7,114 |
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 | $20,135 | $168,231-88.0% | $67,834-70.3% | $63,975-68.5% |
| Participation rate | 90.6% | 66.8%+23.8pp | 68.8%+21.8pp | 71.1%+19.5pp |
| Annual return | 132.48% | 11.76%+120.7pp | 138.47%-6.0pp | 48.65%+83.8pp |
| Employer contribution / active EE | $722 | $1,907-62.1% | $2,403-70.0% | $2,182-66.9% |
| Participant deferral / active EE | $4,120 | $2,827+45.8% | $3,160+30.4% | $3,356+22.8% |
| Admin fee / account holder | $87 | $81+7.7% | $4,622-98.1% | $70+23.2% |