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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,332 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,189 |
SIKICH LLP4 years Filed as: SIKICH, LLP Service code 49 · EIN 36-3168081 | Other Services | $18,200 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $17,754 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,645 | $37,317-7.2% | $77,024-55.0% | $77,904-55.5% |
| Participation rate | 47.4% | 46.9%+0.6pp | 67.9%-20.5pp | 73.7%-26.2pp |
| Annual return | -11.29% | -5.88%-5.4pp | 42.32%-53.6pp | 12.21%-23.5pp |
| Employer contribution / active EE | $878 | $1,218-27.9% | $2,812-68.8% | $2,848-69.2% |
| Participant deferral / active EE | $2,628 | $2,564+2.5% | $4,426-40.6% | $4,806-45.3% |
| Admin fee / account holder | $134 | $126+6.9% | $5,425-97.5% | $133+1.4% |