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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,584 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,688 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,876 | $91,517-43.3% | $101,248-48.8% | $73,409-29.3% |
| Participation rate | 96.1% | 73.8%+22.3pp | 75.8%+20.3pp | 72.2%+24.0pp |
| Annual return | -5.61% | 17.17%-22.8pp | 46.47%-52.1pp | 59.29%-64.9pp |
| Employer contribution / active EE | $1,635 | $2,877-43.1% | $3,660-55.3% | $2,234-26.8% |
| Participant deferral / active EE | $6,312 | $3,338+89.1% | $4,370+44.4% | $3,805+65.9% |
| Admin fee / account holder | $57 | $216-73.7% | $5,945-99.0% | $158-64.0% |