See peer percentile detail. $4.99 for your first month.
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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, LLC2+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $57,634 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,673 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $19,972 |
NELSON GLOBAL PRODUCTS1+ years Service code 10 · EIN 27-3318413 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,143 | $80,211-52.4% | $74,183-48.6% | $63,975-40.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 76.6%-6.6pp | 71.1%-1.2pp |
| Annual return | -15.00% | 14.13%-29.1pp | 17.74%-32.7pp | 48.65%-63.7pp |
| Employer contribution / active EE | $40 | $2,553-98.4% | $2,370-98.3% | $2,182-98.1% |
| Participant deferral / active EE | $2,232 | $4,370-48.9% | $3,550-37.1% | $3,356-33.5% |
| Admin fee / account holder | $48 | $67-28.0% | $5,586-99.1% | $70-31.3% |