Filed November 22, 2021
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 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, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $42,235 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,130 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $704,849 | $50,498+1295.8% | $75,781+830.1% | $55,191+1177.1% |
| Participation rate | 97.2% | 69.4%+27.7pp | 75.8%+21.3pp | 69.2%+28.0pp |
| Annual return | 15.02% | 1.80%+13.2pp | 9.68%+5.3pp | 10.78%+4.2pp |
| Employer contribution / active EE | $16,560 | $2,291+622.9% | $3,323+398.3% | $1,899+772.1% |
| Participant deferral / active EE | $6,729 | $2,589+159.9% | $3,651+84.3% | $3,046+120.9% |
| Admin fee / account holder | $33 | $123-72.8% | $5,299-99.4% | $91-63.1% |