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 |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $33,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,017 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $18,676 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPAY Service code 13 · EIN 42-0127290 | Contract Administrator | $11,733 |
IBBOTSON ASSOCIATES INC.1+ years Filed as: IBBOTSON ASSOCIATES INC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $42,117 | $44,229-4.8% | $155,790-73.0% | $55,191-23.7% |
| Participation rate | 97.9% | 60.8%+37.1pp | 76.1%+21.8pp | 69.2%+28.7pp |
| Annual return | 0.46% | 0.37%+0.1pp | 71.54%-71.1pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,447 | $1,317+85.7% | $3,836-36.2% | $1,899+28.9% |
| Participant deferral / active EE | $4,740 | $2,851+66.2% | $4,797-1.2% | $3,046+55.6% |
| Admin fee / account holder | $104 | $86+20.8% | $7,478-98.6% | $91+14.7% |