See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $27,280 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,483 |
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 | $70,596 | $63,905+10.5% | $74,183-4.8% | $57,658+22.4% |
| Participation rate | 79.8% | 79.8%0pp | 76.6%+3.1pp | 70.2%+9.5pp |
| Annual return | 7.36% | 60.60%-53.2pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,104 | $1,840+14.3% | $2,370-11.2% | $1,974+6.6% |
| Participant deferral / active EE | $3,736 | $3,448+8.3% | $3,550+5.2% | $3,061+22.1% |
| Admin fee / account holder | $33 | $91-64.0% | $5,586-99.4% | $95-65.3% |