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 8-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $235,815 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $65,659 |
SIKICH LLP1 year Filed as: SIKICH, LLP Service code 49 · EIN 36-3168081 | Other Services | $5,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,812 | $41,617-30.8% | $84,611-65.9% | $77,787-63.0% |
| Participation rate | 47.7% | 45.0%+2.7pp | 68.2%-20.5pp | 73.2%-25.5pp |
| Annual return | 23.72% | 24.97%-1.3pp | 258.74%-235.0pp | 32.57%-8.9pp |
| Employer contribution / active EE | $466 | $1,061-56.1% | $2,652-82.4% | $2,504-81.4% |
| Participant deferral / active EE | $1,338 | $2,129-37.2% | $3,899-65.7% | $3,967-66.3% |
| Admin fee / account holder | $137 | $121+13.0% | $4,912-97.2% | $100+36.6% |