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 | $165,863 |
Filed as: LOCKTON INVESTMENT SECURITIES, LLC Service code 49 · EIN 20-3247391 | Other Services | $65,310 |
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 | $14,125 | $41,617-66.1% | $84,611-83.3% | $77,787-81.8% |
| Participation rate | 77.3% | 45.0%+32.3pp | 68.2%+9.1pp | 73.2%+4.1pp |
| Annual return | 22.89% | 24.97%-2.1pp | 258.74%-235.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $627 | $1,061-40.9% | $2,652-76.4% | $2,504-75.0% |
| Participant deferral / active EE | $1,369 | $2,129-35.7% | $3,899-64.9% | $3,967-65.5% |
| Admin fee / account holder | $106 | $121-12.3% | $4,912-97.8% | $100+6.1% |